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.

May 2018 Monthly Insights

Every investor, whether professional or amateur, should have a basic investment philosophy they hold true to. This philosophy is the backbone of their investment strategy. At Allegiant, our philosophy hews to our main investment motto, that simpler is often better. Read More

Quarterly Update: Staying In Touch

A Letter from Martin J. Kossoff, President: I recently found some research that pitted willpower and self-control against social emotions such as gratitude, compassion, and pride (mostly from highly moral activities such as giving). Read More

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