Investment Services we offer
Atlantic Financial offers a variety of services
Out main services fall under one of three
Individual investment asset management and
We help individuals; trusts, families and
companies manage their money and select investments which are
designed to meet their financial profile, goals and objectives over
a long period of time.
Typically, investors pay an annual fee to Atlantic Financial and we
select investments based on several criteria and manage them on an
ongoing basis. A primary
focus of our investment management services is in selecting
investments which reflect the changing face of our global economy.
Corporate 401k Plans and other retirement plans
/ corporate investing:
We help businesses select and manage their
corporate 401k or other retirement plan as well as corporate
investments such as cash management. For corporate 401k plans we work with leading providers such
as Fidelity Investments.
We also offer Individual 401k Plans, SEPs, Keoghs, Defined
Contribution plans and assist in management of pensions and other
corporate retirement vehicles.
We perform specialized services for
institutional investors such as investment firms, banks and
governments. This is
typically done on a flat fee basis. Services vary greatly depending on the needs of the client.
Having a long term plan that reflects your values can be profitable and serve
the greater good see our section about
Socially responsible investing