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You can find reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers from any team member. Read online, share with friends, or download for your convenience.

Investment Strategy and “The Devolution of Globalization”

Investing without foresight invites significant risk to client portfolios. As fiduciaries, we have an obligation to explore how current trends may impact our collective economic future, and in turn, how they may affect our investment strategy. Combining research with independent thinking leads us down exciting roads, and in our current environment, there are significant, sweeping developments that provide context for our approach.

Paul Cantor, CFA, AIF®, CFP®, a Principal and Chief Operating Officer at Allegiant Private Advisors, delves into investment strategy and "The Devolution of Globalization" in a new article for Financial Advisor Magazine. Click here to read more

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