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About the Attorney Registration Program

About the Attorney Registration Program

Lawyer Investment Services

Managed Accounts

Law Firm Revenue Who is Atlantic Financial?

Atlantic Financial Inc., based in Massachusetts, serves as a branch office of Cantella & Co. Inc.  Atlantic Financial Inc. has been on-line since 1994 and has clients nationwide.  Clients of Atlantic Financial include companies and individuals throughout America. We have a strong reputation for providing efficient and cost effective service.

Because we have no management ties to specific money managers or mutual fund companies, we are able to remain completely objective in our recommendations. For corporate retirement plans, we serve 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, and assists the plan in compliance with legal issues. Atlantic Financial’s money management and mutual fund company associations include nearly all of the nation's top firms.

Law Firm Revenue Products and Services

  • Corporate 401(k) Plans
  • Wealth Management
  • Mutual Funds
  • Fee-based or Commission-based Asset Management
  • Financial Planning
  • Asset Management Performance Service Engagement Programs
  • Equities Trading and Management
  • Money Management Firm Selection and Monitoring
  • Section 529 College Savings Plans

Law Firm Revenue Investing Affiliates

Through its broker dealer, Cantella & Co. Inc., Atlantic Financial has extensive relationships with
mutual fund companies, money management firms and trust companies, giving our clients an
extremely large selection of investment options.

These companies are included in our list of mutual fund offerings:

AIM
Alger
Alliance Capital
American Century
Baron Asset
Capstone
Davis
Delaware Group
Dreyfus
Eaton Vance
Evergreen
Fidelity
Fidelity Advisor
Franklin
Gabelli Westwood
GAM
ING
Integrity
Ivy
Janus
John Hancock
Kinetics
Kensington
Lazard
Lord Abbett
MainStay
MassMutual
MFS
Metropolitan West

 

Munder
Neuberger Berman
Nicholas Applegate
Nuveen
Old Mutual
Oppenheimer
Pacific Advisor
PaydenFunds
Phoenix
PIMCO
Pioneer
Putnam
Rydex
Seligman
T. Rowe Price
TCW Galileo
Touchstone
Van Eck
Van Kampen
Vanguard
Wells Fargo
Wilmington
 
..... and many others

ADDITIONAL AFFILIATIONS

Stocks (all exchanges)
Bonds (corporate, government),
CDs
Limited Partnerships
LLCs
Money Market Accounts