Atlantic Financial Inc.
Atlantic Financial
strives to provide access to markets, investment and wealth
management
strategies that reflect the changing face of our global
economy.
Our clients
include institutional investors, family offices, financial
advisors, banks,
corporations and high net worth individuals from around the world.
What we do:
Atlantic Financial helps
individuals, families,
corporations and governments invest and protect their assets
based
on their goals and on the changes in the world economy.
Examples of who we serve:
-
Individuals
& families
who
need asset management and investment advice and
execution.
-
Governments & Sovereign Wealth Funds
who
need
investment execution and targeted economic advice and
introductions
- Investment firms, professionals, banks &
funds who need
execution and specialized services
-
Corporations who invest or
need assistance with corporate pension and 401k
plans and individual investors
Expertise and Objectivity
Because Atlantic Financial has no management
ties
to specific money managers
or mutual fund companies, we are able to remain objective in
our
recommendations.
For corporate retirement plans, Atlantic Financial serves as
an
additional buffer between plan trustees and their mutual
fund or
money
management company. This serves to provide companies with a
place to turn
regarding problems that may arise. This also can assist the plan
with compliance with
legal issues such as the investment aspects of the ERISA
laws.
Atlantic
Financials clients can access money management firms and
mutual
fund companies
which include nearly all of the nation's leading firms.
 Bruce
Fenton is the founder
of
Atlantic Financial
and is a leading
economic strategist and advisor with a focus on
emerging
markets and the
changing global economy. Bruce is a specialist
in
emerging
technology such as digital
currency
and emerging
markets such as the Middle East North Africa
region and
he lives outside the US about
half of
each year.
Bruce advises US and global investment clients and
also
provides
consulting and project based services to banks,
financial organizations, charitable
organizations
and families in the
US, Middle East and globally. He has worked with
Gulf
government agencies, a
major leading US based private equity and investment
firm,
one of the world's largest global
charities
and several
other families and
foundations.
Bruce has placed over $5 billion in investment
capital with money
managers and funds during his career.
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Our Investing Affiliates
Atlantic Financial clients are able to invest with
several
mutual fund
companies, money management firms and trust companies,
giving you an extremely
large selection of investment options. Included in
our
list of mutual
fund offerings are some of the following companies:
Alger
Alliance
American Century
Berger
Calvert
Capstone
CGM
Colonial
Davis Funds
Delaware Group
Dreyfus
Eaton Vance
Enterprise
Evergreen
Fidelity
Fidelity Advisor
Franklin
Gabelli Westwood
GAM
ING
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Ivy
Janus
John Hancock
Kemper
Lord Abbett
Mainstay
MFS
Montgomery
Nationwide
Neuberger and Berman
Nicholas
Applegate
Nuveen
Oakmark
One Group
Oppenheimer
Parkstone
Phoenix
Pioneer
Putnam
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Scudder
T. Rowe Price
Templeton
Twentieth
Century
Van Eck
Van
Kampen
Vanguard
Warburg Pincus Funds
..and many other
Mutual
Funds
Additional Products
Stocks (all
exchanges)
Bonds (corporate, government)
CDs
Limited Partnerships
LLCs
Money Market Accounts
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For more information or to have us answer any questions
you
may have, please
email Atlantic Financial, or contact us
Request a
Financial Plan
Understanding the Changing Face of Our
Global
Economy
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Individual Investments
Financial Education
Roth IRA |
Managed Accounts |
Retirement Savings
Plans |
Investment Management
Firms
Wealth Management
Investment Strategy
Investing
Mutual Funds
Mutual Fund
Center |
Goldman Sachs Mutual
Funds |
Fidelity Investments |
Broker of Record |
Mutual
Fund Wrap Accounts
Retirement Planning
IRA
- Individual Retirement Account (IRA) |
Rollover - IRA and 401k
Site
Map
Corporate Services
Corporate Investors
401k ERISA |
Investment Management
Information
401k Plans: Corporate
and Individual
401k Plan Fiduciary
Responsibilities |
401k Plans
Services we offer:
IRA/ 401k Rollovers
Corporate 401k Plans
Wealth Management and
Managed Accounts
Financial
Planning
Asset Management Performance Service Engagement Programs
Equities Trading and Management
Money Management Firm Selection
and
Monitoring
Loan and financing
information
Investment Firms, Funds, Banks and
Financial Professionals
review our
institutional investment services
Financial Planning
Section 529
College Savings Plans
Emerging Markets / Institutional Services for US based investors
We work
with institutional investors such as fund of funds, banks, endowments, asset
management groups and family offices - our focus is on the Middle East economy
specifically The United Arab Emirates (including Dubai and Abu Dhabi), Saudi
Arabia, Oman, Bahrain, Qatar, Kuwait, Egypt, Lebanon, Morocco and Tunisia.
Fidelity Investments Fidelity Advisor trends global
economy Atlantic Financial
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Who We Are
Atlantic Financial,
Founded
1994, Atlantic Financial is
headquartered
near Boston, Massachusetts. Our
clients include corporations , institutional investors and individuals
throughout America and the world. Atlantic Financial strives to provide
efficient and cost effective service.
We help individual, government and corporate investors with
financial
planning, mutual funds, 401k plans, IRAs, rollovers, stocks, bonds, CDs,
portfolios and more. We offer advice, consulting and financial research.
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