Image







 

Bruce Fenton
Founder and Managing Director at Atlantic Financial Inc. as a licensed stockbroker and financial advisor I can assist in management of portfolios, investment planning, asset allocation and other services.

For Governments

Economic and strategic consulting

Strategic Introductions

Focus on global change, job creation, presentation of message and bridging cultural gaps

Examples:  Government economic development, trade and tourist development, humanitarian aid - assistance with facilitation of mission, presentation and messaging strategy

 

For Companies

Financial and advisory services

Economic and strategic consulting

Corporate 401k and other retirement plan consulting

Institutional investor services: brokerage, trade execution, investment banking

Example: Service to small, mid and large sized companies for 401k and pension enrollment, money management and plan management

Example:  Service as broker and advisor to hedge funds, sovereign wealth funds - ability to offer clearing through four major clearing firms

 

For Individuals and Families

Economic and financial advisory services

Investment selection and allocation

Examples:  Investment selection, monitoring and advisory on broker or discretionary basis - can serve as agent or broker for global transactions

 

Fees:

Government, Economic Development and Consulting
Fees on a project or time basis.  Contact for details.

Mutual Funds
In many cases, through Atlantic Financial Inc. you can list Bruce Fenton as the broker of record for your current mutual fund or investment account with no additional charge over what you are already paying.

Investment Advisory
Client can choose between annual fee based on assets, commission basis or hourly/ project based fee.

 

Investment services offered through Atlantic Financial





image
image

 

This is the personal website of Bruce Fenton
Bruce is a licensed financial advisor and General Securities Principal with Atlantic Financial Inc.
Securities offered through Cantella & Co. Member FINRA/ SIPC

disclaimer