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.

Atlantic Financial helps connect business leaders with strategic partners, advisors, investors, potential acquisitions or purchasers.

Sample connection engagements:

  • Atlantic Financial hosts The Satoshi Roundtable, the blockchain industry’s premier invitation-only private retreat.  This event has been attended by a who’s who of industry leaders.
  • Facilitated investor relations sourcing and meetings for a $70 billion private equity firm.
  • Served as Middle East consultant for a major global charitable organization, arranging meetings with King Salman of Saudi Arabia, leading cabinet ministers and business leaders.
  • Arranged meetings with leaders of Fortune 100 companies and other key influencers for discussion of foreign direct investment.
  • Advisor to various blockchain industry startups such as Factom.  Host of the Dubai Bitcoin Conference and other events.

Bruce Fenton is an active member of the blockchain industry.   He is President of Atlantic Financial, founder of the Bitcoin Association and was the organizer of the Dubai Bitcoin Conference.  He served as the Executive Director of The Bitcoin Foundation, one of the largest and oldest industry groups.

 

Fenton is also the host and founder of the Satoshi Roundtable retreat, an exclusive, invitation-only retreat for leaders in the blockchain industry.

 

Bruce is the founder of Atlantic Financial which, in 1994, became the first full-service investment firm on the internet.  Prior to Atlantic Financial, Bruce was with Morgan Stanley and specialized in emerging technologies and emerging markets.

 

Bruce has placed over $5 billion in investment funds and has served as a consultant to large investment funds, high net worth individuals and families.  Bruce served as an advisor to one of the world’s largest charitable organizations for Gulf engagement and a large private equity firm.  Bruce travels extensively and has lived in the US and Asia as well as Riyadh and Dubai.

 

He has spoken at numerous blockchain conferences, the MIT Enterprise Forum, Tony Robbins Wealth Mastery, the Global Competitiveness Forum GCF Saudi Arabia and other major events and has been interviewed by the Wall St. Journal, CNN, CNBC, Investor’s Business Daily and others.

Institutional Services – Global Investment Management

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
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
Scudder
T. Rowe Price
Templeton
Twentieth Century
Van Eck
Van Kampen
Vanguard
Warburg Pincus Funds..and many other
Mutual Funds Additional ProductsStocks (all exchanges)
Bonds (corporate, government)
CDs
Limited Partnerships
LLCs
Money Market Accounts

Institutional Services – Global Investment Management

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.

Institutional Services – Global Investment Management

Institutional Services – Global Investment Management