Boutique attention & care

Boutique attention & care

Industry-leading network

ATLANTIC FINANCIAL

Founded in 1994, Atlantic Financial’s clients include institutional investors, family offices, financial advisors, banks, corporations and high net worth individuals throughout America and the world. Atlantic Financial strives to provide access to investment strategies that reflect the changing face of our global economy.

WELCOME TO ATLANTIC FINANCIAL
WHO WE ARE

One of the first full-service investment firms to embrace the internet, Atlantic Financial was borne...

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WHAT WE DO

Atlantic Financial analyzes emerging opportunities like blockchain technology and exercises its vast...

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OUR PHILOSOPHY

Atlantic Financial offers the benefits of both the large infrastructure and support of international...

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What Are College 529 Plans? 529 college savings plans are one of the most important financial and tax developments since the creation of the 401k plan. Section 529 college plans are a tax deferred method of making contributions for college. These plans offer numerous benefits to those who invest and are not just for parents
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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,
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Overview Surprisingly enough, the US rarely has the top performing stock market in the world. During the last ten years, the US stock market has been the top performer less that 20% of the time* (*Source GT Global ) If you invest in mutual funds you should consider making global funds part of your portfolio.
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Realize your wealth potential. Get started with Atlantic Financial today.

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