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.

October 2018 Monthly Insights

Here we go again - the fickle nature of markets is once more shining through. Last month I wrote about U.S. stock markets hitting new all-time highs and although contrary to popular belief, that meant it was time to prepare for a downturn, which we got. It has been quick and steep. 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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