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.
September Monthly Insights
For the first time since 1999 all three major U.S. stock indices, the S&P 500, the Dow Jones Industrial Average, and the Nasdaq simultaneously reached new all-time highs. Markets appear very resilient, even in the face of increased economic and political uncertainty. After briefly retreating earlier in the year, market valuations have continued rising higher above historical averages; the S&P 500 is currently trading at 19.7 times trailing twelve month earnings, above its 10-year average of 15.9. In historical terms, today's market valuations do not appear tremendously attractive...
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...
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.