Hedging Alternatives
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Allegiant Financial Corporate and Executive Services department provides comprehensive hedging and diversification strategies for clients with a significant portion of their net worth tied into concentrated or restricted equity positions. These strategies can unlock the true value of your stock, create tax-efficient liquidity, and protect your portfolio from severe market swings. Our hedging experts will work closely with you and your Allegiant Financial Advisor to find the best hedging alternatives for your needs and help you implement a custom strategy.

You may want to consider hedging alternatives if you hold restricted or unregistered stock acquired from the sale of your business or have inherited or received stock as a gift. In addition, without a hedging strategy in place, significant appreciation of low-cost basis stock or stock options may make the sale or transfer of your stock a prohibitive tax event.

Hedging is not appropriate for all investors. Please contact your Allegiant Financial Advisor to determine whether a hedging solution is suitable for your specific financial situation.


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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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.

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