Strategies/
MULTI-STYLE BALANCED - Team
Your dedicated client service representative will work with you to:
  • Understand your objectives and, if need be, help develop a customized investment policy statement
  • Work with our Asset Allocation Committee to develop a customized, long-term strategic allocation for your portfolio
  • Work with our Asset Allocation Committee to make tactical recommendations based on your long-term strategic targets
  • Continually review and monitor your portfolio to keep it in line with your objectives
  • Build an on-going, long-term relationship with interactive dialogue and frequent contact

 

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Balanced Overview

Allegiant Asset Management Company ("Allegiant"), Allegiant Institutional Services and Allegiant Funds comprise Allegiant Asset Management Group. With $28.7 billion in assets under management (9.30.08), Allegiant is an SEC-registered investment adviser, offering an array of investment strategies. Allegiant is a subsidiary of The PNC Financial Services Group, Inc.

Allegiant serves as investment advisor to Allegiant Funds, a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios, for which it receives an investment advisory fee. Allegiant Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with Allegiant and is not a bank.

NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

Allegiant Asset Management Group also provides 401(k), custody, trustee, securities lending and escrow services, including escrow products for the travel industry through Allegiant Institutional Services. Allegiant Institutional Services is a business unit of National City Bank (NCB), which is a Member FDIC®.  NCB and Allegiant are subsidiaries of The PNC Financial Services Group, Inc.

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