Mutual Funds

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

• Fund Companies - we offer our clients over 18,000 mutual funds

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 you.

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:

Available Funds | Research Mutual Funds | Why Use an Investment Advisor?

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.