One of the first full-service investment firms to embrace the internet, Atlantic Financial was borne of a pioneering spirit. Today, it continues to explore emerging markets and technological frontiers with a vigor and a discipline unparalleled in its industry. Atlantic Financial has been there for its clients through boom and.
Atlantic Financial analyzes emerging opportunities like blockchain technology and exercises its vast network of industry connections and experience to maximize its clients' success and enhance their market vision. Using several strategies, including the Nobel Prize winning Modern Portfolio Theory method and a mix of over.
Atlantic Financial analyzes emerging opportunities like blockchain technology and exercises its vast network of industry connections and experience to maximize its clients' success and enhance their market vision. Using several strategies, including the Nobel Prize winning Modern Portfolio Theory method and a mix of over.
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Who We Are
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One of the first full-service investment firms to embrace the internet, Atlantic Financial was borne of a pioneering spirit. Today, it continues to explore emerging markets and technological frontiers with a vigor and a discipline unparalleled in its industry. Atlantic Financial has been there for its clients through boom and bust.
What We Do
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Atlantic Financial analyzes emerging opportunities like blockchain technology and exercises its vast network of industry connections and experience to maximize its clients' success and enhance their market vision. Using several strategies, including the Nobel Prize winning Modern Portfolio Theory method and a mix of over 18,000 investments, Atlantic Financial finds ideal match for your financial situation and desired risk and return objectives.
Atlantic Financial
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Founded in 1994, Atlantic Financial's clients include institutional investors, family offices, financial advisors, banks, corporations and high net worth individuals throughout America and the world. Atlantic Financial strives to provide access to investment strategies that reflect the changing face of our global economy.
College Planning
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529 college savings plans are one of the most important financial and tax developments since the creation of the 401k plan. Section 529 college plans are a tax deferred method of making contributions for college. These plans offer numerous benefits to those who invest and are not just for parents and grandparents.
Mutual Funds
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This enables us to provide something that many brokerage firms, banks and fund companies cannot: Objectivity. We help investors select monitor and evaluate mutual funds. Atlantic Financial can provide selection advice, analysis, tools and financial planning for over 18,000 mutual funds including: Fidelity, Putnam, Janus, MFS, Dreyfus, Vanguard and many more.
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