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 our broker dealer, Cantella & Co. Inc.:

• 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
  

• Financing, leveraging, through Bear Stearns and other affiliates we can offer borrowing versus account assets and other assets
  

• Two of the largest bond inventories in the world including specialized expertise in selection of municipals, treasuries, corporate and indirect government obligations
  

• Proprietary research such as Lehman Brothers (through National Financial) and Raymond James Financial, a firm who has consistently ranked among the very best in small cap equity analysis
  

• Override fee on long term holdings - allows fee to be paid to clients for custody of long term equity, bond and other holdings including restricted stock. Fees can be as high as 1 - 2% annually, the custody is insured and the securities are not hypothecated
  

• 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

Contact Atlantic Financial

For more information or to have us answer any questions you may have, please call 1-800-559-2900, email Atlantic Financial, or use this short form to contact us:

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.