Institutional Services
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
activities
Investment Firms, Banks, Funds and Investment Professionals
