Atlantic Financial's Institutional Services are designed for accounts of $10 million USD or more.
We have a great variety of financial tools available to high net worth individuals and institutions. Benefits of our firm include: access to two of the largest municipal and corporate bond inventories in the world, lending and financing, premier equity trading capabilities and over 18,000 mutual funds. These relationships offer our clients access to proprietary investment opportunities, research and other services. Through additional relationships with several leading investment banking, venture capital and money management firms, we have even more additional opportunities available.
The combination of our flexibility and independence with our world class network of alliances and affiliates gives our clients the optimal mix of customized service and selection. We'd appreciate the opportunity to demonstrate what we are capable of.
Services we are able to offer through various brokers, access to over 18,000 mutual funds on a load-waived, fee or commission basis for hedge funds, traders or long term investors
Corporate 401k plans - we are one of America's leading distributors 401k Plans for companies of all sizes
Municipal Bond investing - extremely customized for high net worth individual and family account management
Custom services - for our premier clients, our size and network of relationships affords clients the optimal combination of flexibility, speed and resources for confidential and efficient analysis and implementation of strategies and services not listed here such as special situations, buyouts, identification of opportunities in areas specified by clients and other activitiesInvestment Firms, Banks, Funds and Investment Professionals