About Atlantic Financial
Atlantic Financial strives to help investors understand
and benefit from the changes in our
Atlantic Financial serves individuals, financial advisors
and institutional investors.
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investment client page
Atlantic Financial clients may have assets directly at investment or mutual fund
companies or, through brokers and major clearing firms:
Financial was founded in 1994 and is based in Massachusetts.
Our clients include institutional investors, family offices, financial
advisors, banks, corporations and high net worth individuals throughout America
and the world.
Atlantic Financial strives to provide access to investment strategies that
reflect the changing face of our global economy.
News about Atlantic Financial
Who We Are
Atlantic Financial was Founded in 1994. We are based outside of Boston, MA. Our
clients include corporations, institutional investors and individuals throughout
America and the world. Atlantic Financial strives to provide efficient and cost
We help individual and corporate investors with financial planning, mutual
funds, 401k plans, IRAs, rollovers, stocks, bonds, CDs, portfolios and more. We
offer free advice, quotes and financial research.
Expertise and Objectivity
Because Atlantic Financial has no management ties to specific money managers or
mutual fund companies, we are able to remain objective in our recommendations.
For corporate retirement plans, Atlantic Financial serves as an additional
buffer between plan trustees and their mutual fund or money management company.
This serves to provide companies with a place to turn regarding problems that
may arise. This also assists the plan in compliance with legal issues such as
the investment aspects of the ERISA laws. Atlantic Financials clients can access
money management firms and mutual fund companies which include nearly all of the
nation's top firms.
Financial client assets, including 401k assets, can be held by a major clearing
firm and be backed by their insurance coverage.
We feel that the excellent resources, technology and stability of our partners
provide our clients with the best of both worlds: the stability and peace of
mind they receive from working with an industry leader, and the personalized
services they expect from a smaller firm.
Services We Offer
Corporate Corporate 401k Plans
Wealth Management and Managed Accounts
Asset Management Performance Service Engagement Programs
Equities Trading and Management
Money Management Firm Selection and Monitoring
Why open an account with Atlantic Financial
Our Investing Affiliates
Atlantic Financial clients are able to invest with several mutual fund
companies, money management firms and trust companies, giving you an extremely
large selection of investment options.
Included in our list of mutual fund offerings are some of the following
Contact Atlantic Financial
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Atlantic Financial is an independent investment company based
outside of Boston MA.
We were founded in 1994 as one of the
first companies of any kind in the Internet to offer full service
Through various brokers we offer investment services covering stocks, bonds, mutual funds, CDs,
managed accounts and over 18,000 mutual funds.
We serve governments, institutional and corporate investors,
individuals and families.
We provide a variety of financial,
investment allocation and economic strategic advice and service.
What makes us different:
Atlantic Financial offers the benefits of both a large
infrastructure and support of international industry leaders with
the one on one customer service and specialization you would expect
from a specialist boutique.
We also focus on the big picture
issues with the changing face of the global economy and our world
and how they affect our clients.
no such thing as a free lunch for investors
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More information about Atlantic Financial
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Atlantic Financial is a
Norwell MA based Financial Advisor, happy to serve clients locally as well
Atlantic Financial helps law firms offer investment services to their clients -
see our law
firm investment services information or visit
Trustark Law Firm Investment Registration
Services for more information.
Fraud Warning: Beware of fraudulent parties
posing as Atlantic Financial or other legitimate investment firms