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.