YOUR TRUSTED ADVISOR
Most clients do not want to be pressured into making impulsive decisions that will affect their family’s future. They don’t want to be conned, sold or pushed into one-size-fits-all plans. They crave custom-tailored attention and genuine conversation. Unfortunately the financial services industry has historically revolved around a sales culture, and the client often suffers. Allegiant is different. The firm’s independent, fiduciary, non-sales philosophy provides a safe, trusting and caring environment so that all your goals and dreams can be discussed and planned for in total confidence. All this and more combine to create a multifaceted, comprehensive wealth management firm. Allegiant’s proprietary “Client Bill of Rights” pledges the firm’s standards in writing. Some of these rights include having every phone call and email answered promptly, daily access to all accounts online (so that all trading activity, gains and losses, and asset allocation reports are viewable), and an open invitation to meet with the team as often as the client deems necessary. Allegiant team members manage all assets as team fiduciaries and do all of their own research (which advisors often share in the form of monthly macroeconomic reports, white papers and security-level research data). Client accounts receive individual personalized advice instead of boilerplate packages created by mass-marketing financial firms. To accomplish this, Allegiant maintains a high staff-to-client ratio, and forms strategic advisory teams with clients’ attorneys and accountants. “We also put together family meetings where we have conversations about values and the core mission statement of the family,” Jones says. “We help talk through existing assets and estate plans, and make sure heirs are prepared financially and legally. We are always checking in, seeing where our clients are in life and what they need help with along the way. Then we help them in every way possible. That’s why we’re here.”
BUILT TO BE YOUR ADVOCATE
240 S. Pineapple Ave, Suite 200 | Sarasota, FL 34236 | Phone: (941) 365-3745 Toll-Free: (800) 926-5237 | Fax: (941) 953-7430 (fax) | Online: Allegiantpa.com Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser
BRANDSTORY FEATURE | SRQ MAGAZINE | MAY/JUNE 2020
*The 2020 ranking was developed by SHOOK Research, based on meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and other quantitative criteria. Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized. This award is not indicative of the advisor’s future performance. Your experience may vary. Some states may have more advisors than others. SHOOK does not receive a fee in exchange for rankings. **To compile this annual list, Barron’s uses data provided by advisors. Barron’s takes a number of criteria(1) into account for this state-by-state ranking, including assets under management(2); revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. Overall in 2014, 3,000 advisors were considered, and 1,200 (40 percent of candidates) were recognized. Some states may include more advisors than others, in proportion to state populations. This award is not indicative of the wealth manager’s future performance. Your experience may vary. (1) Investment performance is not a criterion. (2) Managed through Commonwealth ***To compile the 2013 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 960 qualified applications were received; 400 advisors were selected, representing 41.6 percent of applicants. Not indicative of advisor’s future performance. Your experience may vary. For the full methodology, please visit ft.com. ****The 2019 ranking of Forbes’ Best-In-State Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. Please visit the Forbes website for the full methodology (2) that Forbes developed in partnership with SHOOK Research. 1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. 2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
