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Every January the Allegiant Investment Committee gathers for an annual Economic and Investment Outlook Summit.
The focus of this year’s three-day summit included three major topics:
In the past, the Investment Committee has used these summits to internally debate economic and investment topics with the goal of formalizing an investment viewpoint for the future. This year, the Investment Committee has prepared a summary of the major topics discussed and our viewpoint on the year to come.
Benjamin W. Jones, CFP®, AIF®
Chief Investment Officer, Principal
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237