Managed Accounts - Information for Your Clients

The Importance of Money Management Firms

In this economic environment, can you afford not to take advantage of the type of financial expertise used by institutional investors? For years, large institutional investors and wealthy individuals have enjoyed exclusive use of money management firms to achieve their financial goals. Now, individuals and administrators of employee benefit plans with assets of $100,000 or more have this level expertise available to them as a means of meeting their goals. These professional money management firms use the experience of several highly trained investment specialists who dedicate their full time to monitoring and reacting to ever changing economic conditions in accordance with their clients' specific financial objectives.

It is difficult for individual investors to keep up with the pace of Wall Street. Many institutional investors such as the pensions of Coca Cola and AT&T, the endowments of Harvard and Yale Universities and the family trusts of the DuPonts and the Kennedy's have relied on money managers for years. Many institutions realize that money managers are the most effective way to keep current with the ever changing world of investing. Money managers free individuals from the work of managing their investments and allow them to focus on enjoying retirement or their occupation.

Our Money Management Services

Through its broker dealer, Cantella & Co. Inc., Atlantic Financial has been able to combine the specialized expertise of world class money management firms with the personal attention of a financial consultant. Through an ongoing stringent screening process we have narrowed the field of 30,000 registered money managers in the nation to approximately 100 of the most qualified - all are independent of Atlantic Financial.

With our "search and referral" process we can provide you with a questionnaire from which we can objectively identify the best money manager(s) for your investment goals and show you exactly how these managers can help you accomplish these goals. This service is confidential and without charge or obligation.

World class money management firms.
Sample client account questionnaire Complete this form with real or sample information and submit to
Atlantic Financial for a sample financial plan. (Please note in the Comments field if using SAMPLE information.)