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Money Management Firms

Wealth Management

The Importance of Money Management Advice and Management Services

In this economic environment, can you afford not to take advantage of the type of financial expertise used by institutional


investors? For years, large institutional investors and wealthy individuals have enjoyed exclusive use of money management advice from firms to achieve their financial goals. Now, individuals and administrators of employee benefit plans with assets of $100,000 or more have this level expertise available to them as a means of meeting their goals.

Professional money management advice from these firms use the experience of several highly trained investment specialists who dedicate their full time to monitoring and reacting to ever changing economic conditions in accordance with their clients' specific financial objectives.

It is difficult for individual investors to keep up with the pace of Wall Street. Many institutional investors such as the pensions of Coca Cola and AT&T, the endowments of Harvard and Yale Universities and the family trusts of wealth families have relied on money management advice for years. Many institutions realize that money management is the most effective way to keep current with the ever changing world of investing. Money managers free individuals from the work of managing their investments and allow them to focus on enjoying retirement or their occupation.

Personal Money Management Advice & Services

Atlantic Financial has been able to combine the specialized expertise of world class money management advice from firms with the personal attention of a financial consultant. Through an ongoing stringent screening process we have carefully narrowed the field of registered money managers to approximately 100 that we believe are most qualified - all are independent of Atlantic Financial.

With our "search and referral" process we can provide you with a questionnaire from which we can objectively identify the best personal money management for your investment goals and show you exactly how these managers can help you accomplish these goals. This service is confidential and without charge or obligation.


Money Managers - World class money management firms we work with.


Wrap Accounts - Unlimited transactions in over 18,000 mutual funds at no-load for one wrap fee


Financial Plan - There is no cost or obligation to receive a financial plan from Atlantic Financial



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