Mid Atlantic Capital Group

Mid Atlantic Capital Group

  • 2720 Gateway Oaks Dr Ste 280
  • Sacramento, California
  • 95833-4304
  • Phone: 412.391.7077
  • Fax: (412) 391-7220
  • Website

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Description

Through our state-of-the-art technology platforms, we provide you with the tools you can depend on to manage your clients’ assets: custody, asset transfers, trading, rebalancing, reporting, and asset protection. You remain free to choose any technology that’s right for you – our open architecture enables you to choose from Mid Atlantic’s offerings or other best-of-breed third party solutions.

Consistent with our customer focused non-competitive ethic, our equity trading desk acts as an agency desk with respect to our customers’ business. An agency trading desk executes orders at the best price available for its clients and does not try to match trades, make markets, or engage in proprietary trading. Our only agenda is to provide high quality, cost effective executions; acting in effect as an extension of our clients’ business.

Mid Atlantic has built an infrastructure of support for your practice, so that you may concentrate on serving your clients and growing your business, while we help attend to many of your back office details. Beginning with the safety of your clients’ assets and following through all aspects of daily operations, we are focused on simplifying your practice operations through state-of-the-art technology and hands-on personal service.

Our exclusive technology platform, TNS, provides one-of-a-kind functionality for both institutional and high net worth accounts. Designed from the ground up with the needs of financial services professionals in mind, TNS allows us to provide you with the most sophisticated technology to enhance your productivity, manage your practice, and deliver on your clients' needs.

Through our competitive fund compensation arrangements with hundreds of mutual fund families, we provide the tools for institutions to capture fund fees, and offset customer expenses and service fees. Fee availability is fully transparent and accessible to our customers over our TNS system.

Fact sheet

Number of employees
50-69

Company contacts

  • Charles Warden
  • CEO

Products & services

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