240 South Pineapple Avenue, Suite 200  Sarasota, Florida  34236

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.


View reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers. Read More

Monthly Insights: The Fed Cut, Now What?

As was widely expected, the Federal Reserve reduced the Federal Funds Interest Rate by 0.25% on July 31. Citing slowing global growth, weakening business investment, declining exports and a soft housing market, the Fed is trying to maneuver the economy through an economic soft patch. Read More

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