Atlantic is the service provider of choice for the type of Investment Advisor and fund sponsor who runs a double risk: becoming an anonymous entity in a crowd of clients of a very large scale provider, or settling for inferior, cut-rate service by a marginally competent small scale provider.

Atlantic’s clients range from sponsors of start up funds or funds with moderate revenue or assets, to larger clients with fund complexes that include scores of funds and billions in assets. We have customized our services so they will be attractive to fund sponsors whose products show a strong potential for growth and require a service provider who can help achieve that growth potential.

Atlantic’s strength is in its experienced staff. Accumulated decades of work in all aspects of the fund service industry have given our people insights into the actual day-by-day process of fund service. Each has become expert in developing the kind of relationships that bind a client to its service provider.

Atlantic gives its clients the benefit of its experience with, and understanding of, the software capabilities of the most advanced fund service systems. We consistently and creatively integrate these systems with ancillary proprietary and non-proprietary tools.

Among the major fund sponsors and banks with whom Atlantic’s senior staff members have held senior managerial position are Citigroup, Forum Financial Group, JP Morgan, Wells Fargo, Norwest and Brown Brothers Harriman.