Former Chairman, President & CEO of Trust Company of Oklahoma Creates New Independent RIA: Allegiant Wealth Advisors

Allegiant Wealth Advisors is proud to announce that it has officially launched as an independent SEC-registered investment advisory firm.

Based in Tulsa, Allegiant is an independent investment advisory firm with $1 billion in assets under management. Allegiant provides comprehensive, tailored and integrated services to help clients simplify financial life, protect and grow wealth, and achieve peace of mind across every stage of life. The firm caters to successful individuals, families, and foundations who want customized investment portfolios and extraordinary personal service.

Allegiant was created by Founder and CEO James F. Arens II, CFA. Jim has 25+ years of experience and holds the Chartered Financial Analyst (CFA) designation. Prior to starting Allegiant Wealth Advisors, Jim worked at Trust Company of Oklahoma (TCO) for 26 years and most recently served as Chairman, President and CEO.

Jim is the past president of CFA Society of Oklahoma and served on the CFA Global Disciplinary Review Committee for seven years. He earned his bachelor’s from Southern Methodist University and his MBA from the University of Texas at Austin. He serves on the investment committee for the Holland Hall Endowment and the University of Texas MBA Investment Fund.

“Our independence gives us the freedom to provide robust solutions to manage the unique and evolving needs of clients,” said Jim Arens, Founder and CEO. “We know that selecting an advisor is one of the most important decisions a client will make – and our role as fiduciaries allows us to protect the best interests of clients while avoiding many of the conflicts often experienced at large firms.”

“Allegiant” means steadfastly loyal and was chosen as the firm’s name to symbolize its commitment to earning trust and loyalty and developing multi-generational client relationships by operating as an independent boutique firm, delivering exceptional service, and “going the extra mile” for clients.

The firm offers a full spectrum of services to help clients across every aspect of financial life, including investment management, retirement planning, trust and estate planning, tax planning, holistic investment integration, and family office services. In addition, Allegiant aligns an experienced and credentialed team supported by industry-leading technology software providers, custodians, and other resources to ensure an exceptional experience every step of the way.

“We have tremendous respect for our clients – and we value the trust they have put in us,” added Jim Arens. “It is a responsibility and level of trust that must be earned and maintained over time – and we align everything we do to meet or exceed our clients’ expectations whenever possible.”

About Allegiant Wealth Advisors

Allegiant Wealth Advisors is an independent advisory firm that provides comprehensive, tailored and integrated services to help clients simplify financial life, protect and grow wealth, and achieve peace of mind across every stage of life. To learn more, please visit: www.allegiantwealth.com.

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