BUILT TO BE YOUR ADVOCATE

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-fi ts-all plans. They crave custom-tailored attention and genuine conversation. Unfortunately the fi nancial 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.”

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

BRANDSTORY FEATURE | SRQ MAGAZINE | MAY/JUNE 2020