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.

May Monthly Insights

At the beginning of every year the investment team at Allegiant establishes an economic outlook for the year ahead. While we are humble to the fact that no one has a crystal ball, it is a good way for us to evaluate how the year progresses. Read More

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. Read More

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... Read More

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.

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