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.

August Monthly Insights

As expected, employment rebounded in June with 287,000 non-farm payroll additions, well above the previous month's gain of only 11,000. While the last two employment reports provided a wild ride, the average gain over those two months was 149,000, not too far from recent trend lines. Initial and continuing jobless claims also declined during the month with initial claims at the lowest level since 1973 and continuing claims registering their lowest level going back to 2000... Read More

Staying In Touch, 4/15/16

Changes are afoot for Allegiant Private Advisors. One change starts with this quarterly letter, which has historically given me space to talk about market conditions, current events, and some longer-term, big picture issues I think our clients should focus on. However, our investment research team... 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.

Slider Controls


Wealth Map