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.

June Monthly Insights

Last month I wrote about Allegiant's economic outlook for 2017. This month I will take it one step further and focus on markets and how they relate back to the economy. I've had many conversations over the past few years discussing the disconnect between the economy and markets. 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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