Institutional Services
Atlantic Financial's Institutional
Services are designed for accounts of $10 million USD or more.
Note: Investments offered to qualified and accredited investors via private
placement memorandum are not available on this website. Accredited
investors, contact us for further information.
Access
Through our broker dealer we offer
institutions selling agreements with over 400 major investment firms,
access to several thousand RIAs and private placements. Clearing through
Bear Stearns, Raymond James and National Financial.
A Bridge from East to West
Atlantic Financial focuses on the Middle East region and has
extensive contacts in the Middle East. Mid to large sized US companies
interested in investment banking and capital sources may leverage from our
contacts and experience. Institutional investors, consultants and family
offices wishing to gain exposure to the region should also contact us.
We have a great variety of financial tools available to high net worth
individuals, consultants, family offices and institutions.
Benefits include: access to two very large municipal and corporate bond
inventories, lending and financing, premier equity trading capabilities and
over 18,000 mutual funds. These relationships offer our clients access to
proprietary investment opportunities, research and other services. Through
additional relationships with several leading investment banking, venture
capital and money management firms, we have additional opportunities
available.
The combination of our flexibility and independence with our world class
network of alliances and affiliates gives our clients the optimal mix of
customized service and selection. We'd appreciate the opportunity to
demonstrate what we are capable of.
401k
Resources:
401k Plan |
401k Plan Services |
401k Plan Investment Options |
401k Plan Setup
Institutional Investment Services offered through our broker dealer,
Cantella & Co. Inc.:
- Financing, leveraging, through Bear Stearns and other affiliates we
can offer borrowing versus account assets and other assets
- Two of the largest bond inventories in the world including
specialized expertise in selection of municipals, treasuries, corporate
and indirect government obligations
- Proprietary research such as Lehman Brothers (through National
Financial) and Raymond James Financial, a firm who has consistently
ranked among the very best in small cap equity analysis
- Access to over 18,000 mutual funds on a load-waived, fee or
commission basis for hedge funds, traders or long term investors
-
Corporate 401k plans - we are one of America's leading distributors
401k Plans for companies of all sizes
-
Municipal Bond investing - extremely customized for high net worth
individual and family account management
- Access to proprietary tools for evaluating and monitoring over
20,000 managers on an ongoing basis.
- Through Bear Stearns, we can complete very large and complex equity
trades such as efficient liquidation of large closely held blocks and a
borrowing / hedging program that essentially allows value to be received
for proposed sale of restricted stock prior to the restriction end
period.
- Custom services - for our premier clients, our size and network of
relationships affords clients the optimal combination of flexibility,
speed and resources for confidential and efficient analysis and
implementation of strategies and services not listed here such as
special situations, buyouts, identification of opportunities in areas
specified by clients and other activities
For more information about our municipal bond portfolios or to have us answer any questions you may have please call 1-800-559-2900, (please be sure to include your name and phone number in your email), or use this form to contact us:
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