Money management strategy
Atlantic Financial specializes in offering money management services
for individual investors. With our professional money management
capabilities, we are equipped to help you achieve your financial
goals and objectives through a number of investment vehicles.
Atlantic Financial has the expertise and tools necessary to help
high net worth individuals preserve and increase their wealth. We
provide access to a broad array of experienced and proven strategies
in money management. Our financial advisors are committed to
building and maintaining a portfolio of investments, customized to
enable you to precisely target your financial objectives.
Through our money management offerings, Atlantic Financial will help
you determine the optimal mix of investment options by taking into
account the following considerations:
Money management strategy considers - Your investment goals and
priorities: The most successful investors understand their needs,
and set goals and priorities accordingly. Money management strategy
considers - The amount of money you plan to invest. Money management
strategy considers - The trade-off between risk and return: Money
management professionals can assist in developing your asset
allocation model based upon your personal risk tolerance and
financial goals. Money management strategy considers - Your income
and liquidity needs. Money management strategy considers - Your time
horizon: There is no such thing as an early start in retirement
However, the more years you have until retirement, the more risk you
may be able to accept and the more time your assets will have to
grow, because you have a longer time to hold your investments. Money
management strategy considers - Tax implications: Atlantic Financial
works with some of the nation’s leading professionals in the areas
of taxes and law. Our network with professionals in these fields as
well as money management firms and our high quality service make
Atlantic Financial the ideal choice for high net worth investors.
Atlantic Financial has the expertise to provide investors access to
a wide range of mutual funds. These funds span the key asset classes
in equity, fixed income and money market. Within each asset class,
we offer funds that are well-suited to distinct investment styles.
We are eager to help you build the mutual fund portfolio that meets
your goals and objectives.
Atlantic Financial combines the specialized expertise of world-class
money management firms with the personal attention of a financial
consultant. Through an ongoing and stringent screening process, we
have narrowed the field of 30,000 registered money managers in the
nation to approximately 100 of the 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 money
manager for your investment goals. This service is confidential and
without charge or obligation. We’re eager to show you exactly how
these managers can help you accomplish these goals. These money
management professionals can give you advice in the selection of
firms, monitoring and coordination with your overall portfolio.
For more information about our money management services or if you
would like us to answer any question you may have please email us (please be sure to include your name and
phone number in your email) or complete our
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