Mutual Funds

Atlantic Financial is not tied to any one fund company.  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, Goldman Sachs, JPMorgan, MFS, Dreyfus, ING and many more.

Available Mutual Funds

Since our compensation typically comes from mutual fund companies, there is no extra charge for you to receive advice from Atlantic Financial. Alternatively, clients can use our fee based program and pay an annual fee for portfolio management.

We Can Help You Evaluate and Select Mutual Funds

• Financial Plan - Provide us with information about your financial situation or copies of your statements. We will make detailed recommendations to you about your portfolio.

• Broker of Record - consolidate your mutual fund holdings on one statement

• Managed Accounts - asset management system

• We offer our clients selection assistance with over 18,000 mutual funds

Atlantic Financial is able to offer a wide variety of funds.  We only recommend what is best for our clients. If you need help selecting a fund that meets your needs, we would be happy to assist you.

Contact Atlantic Financial

For more information or to have us answer any questions you may have, please call 1-800-559-2900, , or use this form to contact us:

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.