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.
January Monthly Insights
After a tumultuous start to the year, 2016 ended on a high note. The S&P 500 finished the year up 11.96 percent, the MSCI EAFE gained 1.0 percent, and the Barclays US Aggregate Bond Index ended up 2.65 percent. For better or worse, risk-on is the name of the game over the past couple of months. In particular since the election, money has moved from more conservative income oriented investments toward higher growth and higher risk areas.
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.