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Managed Accounts

Through its broker dealer, Cantella & Co. Inc., Atlantic Financial can also work with a number of
money management services.  If you would like us to answer any question you may have please
call 1-800-559-2900 or complete our contact form.

Large Cap Growth

  • Aletheia Large Cap Growth Managed Account

  • Alger Large Cap Growth Managed Account

  • Congress Large Cap Growth Managed Account

  • Eagle Large Cap Core Growth Managed Account

  • Engemann Large Cap Growth Managed Acct

  • Goldman Sachs Large Cap Growth Managed Account

  • Haverford Large Cap Quality Growth Mgd Acct

  • Holt-Smith & Yates Large Cap Growth Managed Account

  • Oak Large Cap Growth Managed Account

  • Roxbury Large Cap Growth Managed Account

  • Turner Select Large Cap Growth Managed Account

Large Cap Value Equity

  • Dana Large Cap Equity Managed Account

Large Cap Core

  • Alexander Capital Large Cap Core Managed Account

  • Cashen Large Cap Core Managed Account

  • Federated Large Cap Core Managed Account

  • Groesbeck Large Cap Core Managed Account

  • Manager Blend - Large Cap Core

  • Rushmore Large Cap Core Equity Managed Account

  • SSgA Large Cap Core Managed Account

Mid Cap Growth

  • Alger Mid Cap Growth Managed Account

  • Essex SMID Cap Growth Managed Account (Burridge)

  • Navellier Mid Cap Growth Managed Account

  • Northern Trust Mid Cap Growth Managed Account

Mid Cap Value

  • Ariel Mid-Cap Value Managed Accounts

  • Federated Mid Cap Value Managed Accounts

  • Keeley Mid Cap Value Managed Accounts

Small Cap Growth

  • Alger Small Cap Growth Managed Accounts

  • Atlantic Small Cap Growth Managed Accounts

  • Eagle Small Cap Growth Managed Account

Global

  • Lazard Global Equity Managed Account

  • Lazard Global Equity Select w/Emerging Markets
    Managed Account

  • Manager Blend - Global

  • McKinley Global Growth Managed Account

Fixed Income

  • Dana Intermediate Fixed Income Managed Account

  • Eagle Special Fixed Income Managed Account

  • Met West Core Fixed Income Managed Account

  • Neuberger Berman Int. Fixed Income
    Managed Account

  • SMH Diversified Fixed Income Managed Account

  • Tom Johnson Fixed Income Managed Account

International

  • ING International ADR Managed Account

  • Johnson International Equity Managed Account

  • Lazard International Managed Account

  • McKinley International Managed Account

  • OFI International Equity Managed Account

Balanced

  • Cashen Balanced Managed Account

  • Congress Balanced Managed Account

  • Dana Balanced Managed Account

  • Rittenhouse Balanced Managed Account

  • VMF Balanced Managed Account

  • Wood Balanced Managed Account

And More

  • Lazard Alternative Strategies Fund, LLC

  • Man-Glenwood Lexington, LLC

  • Premier Advisors Fund Offshore, Ltd.

  • SIGMA Alternative Solutions

...and many others

Mutual Fund Accounts Managed Account Fees

100,000* - 499,999 1.75%
500,000 - 999,999 1.50%
$1 million - 2.49 million 1.00%
$2.5 million - 9.9 million 0.75%
$10 million - 19.9 million 0.70%
$20 million - 29.9 million 0.65%
$30 million - 49.9 million 0.60%
$50 million and above 0.55%

* $100,000.00 minimum account size for a Managed Account 

For investors seeking a greater selection of funds, the premium program includes access to more funds and fund families in this program, accounts with a value of $5 million and below will be assessed a $30.00 per transaction fee. This program offers unlimited transactions in over 18,000 mutual funds at no-load for one wrap fee and includes the option to use professional advice. Top participating fund families include: Strong, Janus, Fidelity, Stein Roe, Vanguard, Neuberger  Berman, Scudder and Warburg Pincus.

Note: Account Information and Rates subject to change.  Contact Atlantic Financial for current information.

Contact Atlantic Financial

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

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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.
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Copyright © 1994-2008 Atlantic Financial, Inc.

Securities offered through Cantella & Co. Inc. Member FINRA/SIPC.

Copyright © 1994-2008 Atlantic Financial Inc (Privacy Policy)
 
 Atlantic Financial Inc. serves as a branch office of Cantella & Co. Inc. also known as an Office of Supervisory Jurisdiction all references to firm capabilities and securities offerings should be considered under the offering of Cantella & Co. Inc. as the broker dealer for Atlantic Financial Inc.

Mutual Funds are sold by Prospectus only. Please carefully consider investment objectives, risks, charges, and expenses before investing. Please request a Mutual Fund Prospectus and read it carefully before investing.

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