Advisor reviewing investments and wealth management strategy

Investment Advisory Services and Wealth Management

Our wealth management services help you establish a strong foundation to grow your wealth. As you personal investment advisor, we help you discover choices you didn't know you had, and ensure you're making the right ones. We have an established range of investment managers from small specialists to large global players.

Your personal investment advisor is just a phone call away and ready to answer your questions. We suggest meeting with you on a quarterly basis to make sure your portfolio is in-tune and evolving with what's changing in the world and in your life.

Our investment advisory and wealth management services include:

A Risk assessment
A dedicated investment advisor
Financial planning services
A customized financial plan
Personalized portfolio design
Access to exclusive active managed funds
Access to our real-time portfolio tracking portal
Quarterly Portfolio Reviews

Portfolio Review

Schedule with one of our investment advisors for a complimentary portfolio review.

Disclosure

Lisa Cassidy and Kevin Hocker are investment advisor representatives of Aegis Wealth Management, Inc., which is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Other than Ms. Cassidy and Mr. Hocker, no other person employed by or associated with Allegiant Financial Services Group provides investment advisory services.

Investment Advisory Services and Wealth Management

Portfolio Review

Our Strategic Partners

Disclosure