Institutional Investor Services
Atlantic Financial's Institutional Services are designed for accounts of $10
million USD or more.
Note: Investments offered to qualified and accredited investors via private
placement memorandum are not available on this website. Accredited investors,
contact us for further information.
Through various brokers we offer institutions selling agreements with over
400 major investment firms, access to several thousand RIAs and private
A Bridge from East to West
Atlantic Financial focuses on the Middle East region and has extensive
contacts in the Middle East. Mid to large sized US companies interested in
investment banking and capital sources may leverage from our contacts and
experience. Institutional investors, consultants and family offices wishing to
gain exposure to the region should also contact us.
We have a great variety of financial tools available to high net worth
individuals, consultants, family offices and institutions.
Benefits include: access to two very large municipal and corporate bond
inventories, 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 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.
401k Plan Services
401k Plan Investment Options
401k Plan Setup
Corporate 401k plans
- we are one of America's leading
distributors 401k Plans for companies of all sizes
investing - extremely customized for high net worth individual and
family account management
Access to proprietary tools for evaluating and monitoring over 20,000
managers on an ongoing basis.
Through Bear Stearns, we can complete very large and complex equity trades
such as efficient liquidation of large closely held blocks and a
borrowing / hedging program that essentially allows value to be
received for proposed sale of restricted stock prior to the
restriction end period.
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