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.

September 2018 Monthly Insights

Get out the sparklers. Put on your dancing shoes. Pop the champagne! We are now living in the longest bull market in American history. The problem is, as we continue to make our way into the record books, it still doesn’t feel that good to many. Read More

President's Letter: Addressing Allegiant's Growth

Clients have recently given me feedback requesting a helpful explanation of our company’s structure and addressing our plans for future growth.    I absolutely agree with that recommendation, and it’s also a good time to step back and review where we’ve come from.  Read More

Slider Controls

 

Wealth Map