Managed Money Accounts
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Allegiant delivers a sophisticated and customized approach to financial consulting. Through our managed money programs, you will work with a select group of professional managers who are specifically trained to fit your needs. We even offer separate account management to clients with credits as small as $100,000.

Benefits

  • We offer a seamless approach to professional investment management that is customized to meet your specific needs and goals.
  • We conveniently leverage the expertise of professional money managers for your unique investment objectives.
  • We will provide you with the data to evaluate the performance of your investment manager from several risk and return perspectives. This will enable you to assess whether the managers are successfully fulfilling your investment objectives.

Features

  • A thorough search process and evaluation of professional money managers for your investment portfolio.
  • A wide range of consulting services and expertise.
  • Professionally tailored investment strategies based on your time horizon, cash flow needs, return requirements, risk tolerance and other relevant issues.

Comprehensive performance reporting that includes: Asset Allocation, Portfolio Activity, Total Return Performance, Portfolio Appraisal, Realized Gains and Losses Detail, and a Description of Equity Holdings.

To get started today, please contact us at 1.866.672.1222, or you can email us at info@afglobal.com.
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Allegiant Financial, Inc.
100 N. Biscayne Blvd.
Suite 2106
Miami, FL 33132

Sarasota, FL
1800 2nd Street
Suite 711
Sarasota, FL 34236

New York, NY
1230 Avenue of the Americas
Rockefeller Center, 7th Floor
New York, NY 10020

Chicago, IL
5600 North River Road
Suite 800
Rosemont, IL 60018

Washington, D.C.
1050 Connecticut Ave NW
10th Floor
Washingont, D.C. 20036

Los Angeles, CA
515 S. Flower Street
36th Floor
Los Angeles, CA 90071

Hagerstown, MD
921 Washington Ave
Hagerstown, MD 21740

For more information about Allegiant Financial, Inc. products and services please contact us at 1.866.672.1222, or email us at info@afglobal.com. This web site is for informational purposes only. Always consult your financial advisor, attorney, or accountant before making any financial decisions.

Securities offered through Allegiant Securities, L.L.C., Member FINRA/SIPC. Investment Advisory Services offered through Allegiant Asset Management, L.L.C., a Registered Investment Advisor. Allegiant Securities, L.L.C. and Allegiant Asset Management, L.L.C. are wholly owned subsidiaries of Allegiant Financial, Inc. Investment products provided are not FDIC insured or bank guaranteed and may lose value.

Allegiant Financial, Inc., Allegiant Financial Advisors, L.L.C., and Allegiant Securities, L.L.C. are not affiliated with National City Corporation or The PNC Financial Services Group, Inc.

© 2012 Allegiant Financial, Inc.