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 Monthly Insights

Earlier this year I wrote about the real possibility of coordinated global growth in 2017. Not only did it look like the U.S. would continue growing, but many foreign economies were showing signs that they might return to growth after years of stagnation. Read More

Staying In Touch, 8/15/2017

Gut Check Time - the Possibility of Recession. Once again I have started to wonder aloud if clients are as prepared for a possible downturn in the economy and the markets as the actual portfolios were. Recent portfolio changes made internally at Allegiant, selling off equities to maintain proper asset allocation percentages, are the right ones to maintain investment plan integrity... 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.

Slider Controls


Wealth Map