Atlantic Financial

Atlantic Financial Asset Management Corp provides ongoing portfolio management and one‑time asset allocation planning to individuals (including non‑high‑net‑worth clients), high‑net‑worth individuals, pension and profit‑sharing plans, and business entities. The firm reports discretionary assets under management of approximately $614,648, has no stated account minimum, and offers a fixed‑fee asset allocation plan with a short consultation component.

The firm constructs portfolios from a macro global economic viewpoint and documents client objectives and constraints in an Investment Policy Statement before seeking discretionary authority to implement asset allocation and security selection. AFAM uses both fundamental and technical analysis and employs a broad range of strategies — including long‑ and short‑term trading, short sales, margin, options writing — and may include alternative investments such as private placements, hedge funds, REITs and Bitcoin.

Several operational features distinguish AFAM from many peers: certain representatives are registered with a broker‑dealer (P2 Corporate Finance, LLC) and may engage in outside sales of commissionable products, and the firm may direct clients to third‑party advisers for which it receives a fee share. AFAM also uses Charles Schwab & Co., Inc. Advisor Services for custody and notes access to custodian‑sponsored educational events and services; the brochure discloses these business arrangements and the resulting potential conflicts of interest.