Allegiant’s customized approach to wealth management means that your investment strategy is tailored to your unique needs. Allegiant manages assets conservatively on a fee-based, fiduciary basis and consistently researches and rigorously examines best-of-breed, low-cost solutions. This means that our planners do not receive commissions or offer proprietary products; instead, your interests will always come first, and you can rest assured that your customized, detailed investor profile and bespoke investment policy statement will be entirely shaped by your unique needs, goals, and financial priorities.