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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
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