Who We Serve

Who We Serve

Mid Atlantic offers solutions to a select group of financial intermediaries and institutions to help them achieve their mission critical business goals.

Whether your role is asset management, trading, advisory, custody, reporting, or record keeping, Mid Atlantic can provide you with products and services that will drive highly efficient, cost effective processes for your business and your customers.

We invite you to explore our offerings further and see what we can do for you. Our products and services are tailored to our customers’ roles in the financial industry and their needs. To learn more about what we can provide specifically for your business, follow the links on this page that best describe your role in the financial services industry.

  • Financial Advisors: Independent brokers, fee based advisors, “hybrid advisors”, wealth managers, and advisors specializing in retirement plans
  • Benefits Administrators: 401k, 403b, IRA Rollover, other TPA benefits specialists
  • Financial Institutions: Trust companies and bank trust departments, registered investment advisor/asset managers, hedge funds, broker/dealers, and insurance companies

We encourage you to investigate our ability to tailor our products and services to suit your unique needs. This capability has been a hallmark of our growth, and has been the foundation of many of our longest and most successful customer relationships.