Atlantic Financial was founded in 1994 and offers advisory services to large organizations, high net worth individuals and companies focused on blockchain technology.

Institutional Services – Global Investment Management

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.


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Institutional Services – Global Investment Management

 

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, family offices, banks & funds who need execution and specialized services
Corporations who invest or need assistance with corporate pension and 401k plans and individual investors

 

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.