Services offered

The Benefits

Not only do you receive objective information that is not biased toward any particular fund or company but you also receive detailed advice and reporting. Your account is handled by a professional who is able to offer far more advice than most order takers at fund companies and other discount brokers. You will never receive high pressure sales pitches and we only give advice when requested.

How Do I Do It?

To have us listed as 'broker of record' for your account(s) is a very simple process consisting of us informing the fund company you work with that we will be working with you. To be listed or to have us answer any questions you may have, contact us by phone
800 559 2900, email us (please be sure to include your name and phone number in your email), or fill out our online form.

Financial Plan

Atlantic Financial's financial plan combines the personalized expertise of a financial professional with state of the art in asset planning software.

What You Will Receive

We use the several strategies including the Nobel Prize winning Modern Portfolio Theory method and a mix of over 12,000 investments to find the ideal match for your financial situation and desired risk and return objectives. The plan is presented in a simple, easy to understand, yet detailed format. A professional will be readily available to you with a detailed review.

There is no obligation to receive a complimentary financial plan from Atlantic Financial, however all questions must be completed out in order for us to provide you with an effective financial plan. Choose one the following methods below to get started.

Fill out an Online Questionnaire Form
Click on the link above to fill out a short online questionnaire. Once we have received your information a qualified representative will then contact you to discuss your plan in detail.

Atlantic Financial offers fee based financial planning services in addition to non-fee financial planning. Most of the advice and services we offer are free of charge.

Note: Atlantic Financial's services are ideally suited for investors with over $1,000,000 in assets. Our account minimum is $100,000.

Financial Plan - combines the personalized expertise of a financial professional with state of the art in asset planning software.
Managed Accounts - world class money management firms and the personal attention of a financial consultant.
Wrap Accounts | Money Mangers We Work With
Institutional Services - top quality services for high net worth individuals, institutions, hedge funds, family offices, money management firms and traders.
Organize Your Accounts - organize, value, consolidate and review your accounts in as little as one hour.

Atlantic Financial offers financial planning and advice. For more information about our services or to have us answer any questions you may have, please call 800 559 2900, email us (please be sure to include your name and phone number in your email) or fill out the short form below.

Institutional Services

Through its broker dealer, Cantella & Co. Inc., Atlantic Financial offers Institutional Services designed for accounts of $10 million USD or more.

We have a great variety of financial tools available to high net worth individuals and institutions. Benefits firm include: access to two of the largest municipal and corporate bond inventories in the world, lending and financing, premier equity trading capabilities and over 12,000 mutual funds. These relationships offer our clients access to proprietary investment opportunities, research and other services.

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.

Access to over 12,000 mutual funds on a load-waived, fee or commission basis for hedge funds, traders or long term investors
Municipal Bond investing - extremely customized for high net worth individual and family account management
Override fee on long term holdings - allows fee to be paid to clients for custody of long term equity, bond and other holdings including restricted stock. Fees can be as high as 1 - 2% annually, the custody is insured and the securities are not hypothecated
Access to proprietary tools for evaluating and monitoring over 20,000 managers on an ongoing basis.
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 customized institutional services, contact Atlantic Financial today at 800-559-2900 or complete our online form.

VIP Asset Management Account

If you receive more than one monthly statement for your various accounts, it may be time to consolidate with a VIP account.

People today have less and less time to get everything done. Life has become more complicated and many people are looking for time saving ideas. Personal money management is one area where you shouldn't cut corners. But it is reasonable to want more convenience, control and flexibility. Now there is a way to streamline your personal money management: the VIP Asset Management Account. The cost: $7 monthly.

What You Will Receive

Free Check Writing Privileges directly from your VIP money market
Consolidated Monthly Statement: including details of open orders, account activity, positions in your account, open GTC orders, trades pending settlement, check writing and debit card activity and margin and account information.
Access to over 12,000 mutual funds
No-Fee VISA debit card
Nationwide 24 hour ATM access at over 160,000 locations worldwide
Cash Advances -at no additional charge
Direct Deposit and automatic investment options

Services Available

401(k) and OTHER RETIREMENT PLANS:

The law firm is able to offer a wide variety of retirement plans to corporate clients. For example, through its broker dealer, Cantella & Co. Inc., Atlantic Financial currently offers a full service 401(k) Plan with over 6,000 load-waived, load and no-load mutual funds in one all-inclusive plan. The plan includes full administration, discrimination testing, 5500 filing, custody, statements, online account access, and personalized financial planning at a very competitive cost. Please visit our website or speak to a representative for more information and ideas.

SEMINARS and MARKETING:

There are many techniques that can help the law firm make clients aware of these services while retaining the firm's image in a non-threatening and informative manner. The techniques include announcement notices, investment newsletters, and educational seminars offered by the firm. Atlantic Financial has experience with seminars of this type, including investment and estate planning seminars done with law firms. A well organized estate planning seminar with a discussion of investments and insurance would be very rewarding to the estate planning clients, while also generating revenue on the investment side.

ATTORNEY EDUCATION

In discussing corporate or individual investment services, Atlantic Financial is available to speak with or meet in person with any firm attorney or client upon request. For premier clients, we can also arrange meetings with representatives from top mutual fund and money management companies. Any revenue generated from such meetings will automatically be driven through the registration of a registered representative and forwarded to the firm.

Request information about the Attorney Registration Program