Sagient

Last week, our CIO Pete Alliegro, CFA attended ALTSLA 2026 in Los Angeles, joining a dynamic group of investors and industry leaders shaping the future of alternative investments.   Events like ALTSLA highlight the importance of staying ahead in a rapidly evolving investment landscape. From private markets to macro trends, the conversations reinforced the need for thoughtful, forward-looking strategies that balance growth, protection and risk management.   That perspective aligns closely with Sagient’s approach. By combining deep experience with innovative insights, Sagient is committed to delivering customized investment solutions that reflect each client’s unique goals and evolving needs.   Engaging with industry peers at forums like ALTSLA is a key part of how we continue to refine our thinking, strengthen our investment framework, and support long-term client success. Great to see Sagient represented at such an impactful event!   #Sagient #ALTSLA #AlternativeInvestments #WealthManagement #FinancialAdvisors #CIO #Investing #FinancialPlanning #Insurance #MarketsGroup #CFASocietyLosAngeles, #CAIAAssociation #CalALTs

Clients today are navigating more information, more options and more complexity than ever before.   As Sagient CEO Paul Karlitz, CLU®, ChFC®, BFA™, CLTC, LUTCF shares in AdvisorHub, the role of the advisor has evolved beyond specialization. Clients need a coordinated, holistic strategy that brings clarity to their financial future, not fragmented advice across silos.   A comprehensive approach, supported by the right platform and tools, is becoming essential in delivering real value.   Read more of Paul’s insights in this #AdvisorHub article by Jeff Nash: https://lnkd.in/gk6nXbMz   #Sagient #HolisticPlanning #Insurance #WealthManagement #FinancialClarity #WealthStrategy #ClientFirst #FinancialAdvisors

Discover how a utilizing the strategy of a Credit Shelter Trust could help you and your family maximize Estate Tax Exemptions. #peaceofmind #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #creditshelter #FinancialAdvisor #FinancialWellness #Happy #FamilyFinance #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #Estates #Trusts #Wills #SuccessionPlanning #EstatePlanning #SAGIENT

Recent market conditions have prompted comparisons to the 1970s, with higher energy prices, persistent inflation and geopolitical uncertainty shaping the conversation.   In a recent article, Sagient CIO Pete Alliegro, CFA shared his perspective with InvestmentNews, emphasizing how shifting assumptions around interest rates and inflation are influencing today’s environment.   “You never know what’s going to happen tomorrow, especially in times like these,” Alliegro said, adding that high quality bonds and treasuries can serve as safe havens for anxious clients.   It’s important to remind clients that the economy and stock market have weathered all types of shocks rather than focus on the most similar events. His approach remains grounded in discipline and diversification, with a focus on helping clients navigate uncertainty without overreacting to short-term noise.   Read the full article here: https://lnkd.in/gyArGGu9   Thanks to Gregg Greenberg and #InvestmentNews for including Pete in this important conversation.   #Sagient #FinancialAdvisors #CIO #WealthManagement #Investing #FixedIncome #MarketOutlook #Diversification

Feeling overwhelmed by those pesky student loans? Whether you’re starting a master's or just getting by, a Sagient Advisor can help you strategize and tackle debt while building a plan for your future. #GenZMoney #MillennialMindset #SmartMoneyMoves #LifeGoals #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #finstagram #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #Smartmoney #SAGIENT

We recently brought the entire #Sagient family together for our 2026 kickoff event at our new office campus in El Segundo. We celebrated all of our offices across Southern California and Hawaii as well as the advisors who earned industry honors in 2025. Their dedication, professionalism, and commitment to excellence continue to raise the bar for our entire organization. Most importantly, we looked ahead to the many opportunities in front of us and our continued commitment to delivering best-in-class support and service to our clients. Check out some highlights. Congratulations to our award winners and thank you to the entire Sagient family of offices, advisors, and staff who joined us to kick off the year together. 

Ever had a job so crazy you couldn't make it up? We all have. What are you doing with the money you make? A Sagient Advisor can help guide you across all unconventional career paths. From starter job to dream job. #GenZMoney #MillennialMindset #SmartMoneyMoves #LifeGoals #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #finstagram #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #Smartmoney #SAGIENT

Sagient CEO Paul Karlitz, CLU®, ChFC®, BFA™, CLTC, LUTCF was recently featured in Financial Advisor Magazine, sharing insights on where the wealth management industry is headed and how advisors can position themselves for sustainable growth.   In the conversation, Paul explores how behavioral finance, holistic planning, and the right technology can deepen client relationships, while helping advisors navigate the historic intergenerational wealth transfer.   At Sagient, we remain focused on empowering advisors to serve clients with distinction while building scalable infrastructure that supports long-term success.   Thank you to Mike Papedis and #FinancialAdvisorMagazine for highlighting Paul’s perspective.   Read more here: https://lnkd.in/gTb_5Yw3   #Sagient #WealthManagement #FinancialPlanning #BehavioralFinance #Insurance #FinancialAdvisors #RIA #AdvisorGrowth

Thank you, Phillip Koontz, for joining us as our keynote speaker at the Sagient Annual Kickoff. Drawing from his book "Crush the Quit," Phillip shared a powerful message on resilience, discipline, and the importance of building habits that withstand doubt and fear. His perspective reminded us that perseverance isn’t just about motivation. It’s about the daily practices that keep you moving forward when challenges arise. We’re grateful Phil took the time to be with our community and challenge our advisors to keep pushing forward in the work we do to serve families and build generational impact.

Congratulations to Steven Duenas on passing the Series 7 exam! Achievements like this reflect the determination it takes to grow in this profession and continue expanding the ways we serve clients. Well done on this accomplishment, Steven. We look forward to all the great things ahead.