Allegiant Private Advisors has expanded into our new office location.
Please visit us in the heart of downtown Sarasota at 240 South Pineapple Avenue, Suite 200. We will maintain our original office at 1990 Main Street, suite 801. Appointments can be scheduled at either office location for your convenience.
Customized solutions. Broad perspective.
Allegiant manages assets conservatively on a fee-based fiduciary basis. There are no sales or commissions on our managed investment accounts. Our research is proprietary. Client interests always come first, and our legendary commitment to superior customer service is the bedrock of everything we do.
October Monthly Insights
For the first time in 8 years the Organization of the Petroleum Exporting Countries (OPEC) cut production targets for its member countries. On the surface, the absolute value of the production cut is relatively small. More significant is the departure from OPEC's current pump-at-will policy. While news of the cut sent crude oil prices up toward $50/barrel, the exact details of the cut will be determined during OPEC's next meeting in December. There are still many details to be worked out, creating some doubt...
Staying In Touch, 10/10/2016
Are They Ready? Here’s an easy question with a very difficult answer: why leave assets to our kids?
To keep it in the family, and to hopefully improve their lives, is the likely answer. But according to a study by the Institute of Preparing Heirs, and the Williams Group, 70% of all wealth transfers within families fail – i.e., control over the assets is lost. Over 3,250 families that transitioned their wealth were included in the study, and 2/3 of the time the beneficiaries lost control of the inherited wealth within their lifetimes.
Kerkering Barberio Financial Services Rebrands as Allegiant Private Advisors
The Sarasota-based firm of Kerkering Barberio Financial Services is proud to announce its new name, Allegiant Private Advisors, LLC. The customized wealth management firm specializes in helping high-net-worth families, entrepreneurs, nonprofit...
Allegiant Private Advisors Supports The Community
Allegiant Private Advisors is proud to sponsor the 2015-2016 seasons of The Sarasota Ballet, Marie Selby Botanical Gardens, The Jewish Federation Film festival, and The Sarasota Opera.