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.

July 2018 Monthly Insights

Media outlets tend to ascribe daily movements in the stock market to a singular influence. The nature of their business requires a quick, easy to digest headline to attract and retain viewership. While there may be overarching themes, in reality, there are millions of factors that drive markets up or down on a given day – so focusing on just one or two is generally too myopic. 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

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