At Allgen, we strive to simplify financial conversations by bringing complicated issues down to earth while delivering a high level of financial intellect and professionalism to our clients. We believe everyone is gifted with different skill sets. Through this belief, we have formed a team of diverse individuals that collaborate to empower and educate our clients through the maze of financial decisions necessary to reach financial success. Whether you are starting on your financial journey or have reached financial independence, we take great pride and joy in helping you maximize your financial resources. We are your approachable financial firm. Allgen Financial provides highly tailored financial planning, investments, money management, asset management, retirement planning, debt reduction, budgeting, estate planning, rollovers, legacy planning, and cash flow planning. Headquartered in Orlando, FL, we serve clients throughout the U.S. and abroad.
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ICC Capital Management is a registered investment adviser providing portfolio management services for a select group of: public pension funds, Taft-Hartley pension plans, endowments and foundations. The company s portfolio managers employ five discrete investment strategies to meet client objectives: active core equity, core value equity, large-cap growth equity, international ADR equity and core fixed income. The management company manages over $2 billion in institutional assets representing 132 clients. The company has headquarters in Orlando, Fla., with offices in Austin, Texas and New York.
