Wealth management firm, behind new president, targets robust 2019

A potential client for Allegiant Private Advisors, a 13-employee Sarasota wealth management firm, grew confused during an early December phone call with firm President Martin Kossoff.

The client, recalls Kossoff, heard about the firm’s wonky, successful and, above all else, hyper-team focused approach to customized money management. He wanted in. But the client was also adamant about knowing who, exactly, at the firm would be overseeing his money in exchange for his fee. Maybe Kossoff, with his three decades in the business, could do it himself? “‘You’re not paying me to be your financial adviser,’ I told him,” says Kossoff. “’You are paying me to have a team of financial advisers surround you.’”