Category: Portfolio

Institutional Services – Global Investment Management

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.


Through various brokers we offer institutions selling agreements with over 400 major investment firms, access to several thousand RIAs and private placements.

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

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.

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


A variety of services for investors. Contact us…


A focus on understanding the world and how change affects you.




Money Management



Managed Accounts

Atlantic Financial can also work with a number of
money management services.
If you would like us to answer any question you may have please
complete our contact form.

Large Cap Growth

Aletheia Large Cap Growth Managed Account
Alger Large Cap Growth Managed Account
Congress Large Cap Growth Managed Account
Eagle Large Cap Core Growth Managed Account
Engemann Large Cap Growth Managed Acct
Goldman Sachs Large Cap Growth Managed Account
Haverford Large Cap Quality Growth Mgd Acct
Holt-Smith & Yates Large Cap Growth Managed Account
Oak Large Cap Growth Managed Account
Roxbury Large Cap Growth Managed Account
Turner Select Large Cap Growth Managed Account

Large Cap Value Equity

Dana Large Cap Equity Managed Account

Large Cap Core

Alexander Capital Large Cap Core Managed Account
Cashen Large Cap Core Managed Account
Federated Large Cap Core Managed Account
Groesbeck Large Cap Core Managed Account
Manager Blend – Large Cap Core
Rushmore Large Cap Core Equity Managed Account
SSgA Large Cap Core Managed Account

Mid Cap Growth

Alger Mid Cap Growth Managed Account
Essex SMID Cap Growth Managed Account (Burridge)
Navellier Mid Cap Growth Managed Account
Northern Trust Mid Cap Growth Managed Account

Mid Cap Value

Ariel Mid-Cap Value Managed Accounts
Federated Mid Cap Value Managed Accounts
Keeley Mid Cap Value Managed Accounts

Small Cap Growth

Alger Small Cap Growth Managed Accounts
Atlantic Small Cap Growth Managed Accounts
Eagle Small Cap Growth Managed Account


Lazard Global Equity Managed Account
Lazard Global Equity Select w/Emerging Markets
Managed Account
Manager Blend – Global
McKinley Global Growth Managed Account

Fixed Income

Dana Intermediate Fixed Income Managed Account
Eagle Special Fixed Income Managed Account
Met West Core Fixed Income Managed Account
Neuberger Berman Int. Fixed Income
Managed Account
SMH Diversified Fixed Income Managed Account
Tom Johnson Fixed Income Managed Account


ING International ADR Managed Account
Johnson International Equity Managed Account
Lazard International Managed Account
McKinley International Managed Account
OFI International Equity Managed Account


Cashen Balanced Managed Account
Congress Balanced Managed Account
Dana Balanced Managed Account
Rittenhouse Balanced Managed Account
VMF Balanced Managed Account
Wood Balanced Managed Account

And More

Lazard Alternative Strategies Fund, LLC
Man-Glenwood Lexington, LLC
Premier Advisors Fund Offshore, Ltd.
SIGMA Alternative Solutions
…and many others

Managed Account Fees

100,000* – 499,999 1.75%
500,000 – 999,999 1.50%
$1 million – 2.49 million 1.00%
$2.5 million – 9.9 million 0.75%
$10 million – 19.9 million 0.70%
$20 million – 29.9 million 0.65%
$30 million – 49.9 million 0.60%
$50 million and above 0.55%

* $100,000.00 minimum account size for a Managed Account

For investors seeking a greater selection of funds, the premium program includes access to more funds and fund families in this program, accounts with a value of $5 million and below will be assessed a $30.00 per transaction fee. This program offers unlimited transactions in over 18,000 mutual funds at no-load for one wrap fee and includes the option to use professional advice. Top participating fund families include: Strong, Janus, Fidelity, Stein Roe, Vanguard, Neuberger
Berman, Scudder and Warburg Pincus.
Note: Account Information and Rates subject to change.
Contact Atlantic Financial for current information.