Atlantic Financial is not tied to any one fund company.
This enables us to provide something that many brokerage firms,
banks and fund companies cannot: Objectivity.
We help investors select monitor and evaluate mutual funds.
Atlantic Financial can provide selection advice, analysis, tools and
financial planning for over 18,000 mutual funds including: Fidelity,
Putnam, Janus, MFS, Dreyfus, Vanguard and many more.
Since our compensation comes from mutual fund companies, there is
no extra charge for you to receive advice from Atlantic Financial.
Alternatively, clients can use our fee based program and pay an
annual fee for portfolio management.
We Can Help You Evaluate and Select Mutual Funds
Financial Plan - Provide us with information about your
financial situation or copies of your statements. We will make
detailed recommendations to you about your portfolio.
Broker of Record
- consolidate your mutual fund holdings on one statement
Consulting and Custody Service - for investors who invest in
mutual funds or are considering doing so
Wrap Account Program - load waived and no-load mutual funds
with professional advice
Managed Accounts - asset management system
- we offer our clients over 18,000
Atlantic Financial is able to offer a wide variety of funds.
We only recommend what is best for our clients. If you need help
selecting a fund that meets your needs, we would be happy to assist
For more information or to have us answer any questions you may
email Atlantic Financial,
or contact us
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