Experience the AllGen Difference
We’re not computers.
We really know our stuff.
We have the investment world at our fingertips.
AllGen puts thousands of hours a year into investment research. We invest in funds (both stock and bond) that historically have the highest long-term net return with the lowest amount of risk or volatility. We can buy mutual funds, individual stocks, bonds, Exchange Traded Funds (ETF’s) and Closed End Funds (CEF’s). We invest in both domestic and foreign equity securities and debt securities. We can also buy companies of any size market capitalization. The investment universe is available to YOU.
A Note About Fees
At AllGen Financial, we believe that charging a management fee rather than earning commissions is a more efficient way to invest a client’s money. This means that we do not get paid commissions for investing your account; the only money we make when investing your money is a percentage fee based on the assets under management.
Some commission brokers charge up to 5.75% to buy a mutual fund for you. This is called a “load” fund. We buy no-load funds for our clients so we can buy into a fund and sell out of a fund without you ever paying a commission. This allows our clients to keep all of their funds invested.
How It Works
PROFILE, GOALS, TIMEFRAME, ETC
INVESTMENTS
RISK ASSESSMENT
SCREENING
We manage portfolios proactively considering the:
- Economic and Market Environments
- Required Performance
- Time Horizon
- Risk Profile
YOUR PORTFOLIO
How It Works
PROFILE, GOALS, TIMEFRAME, ETC
INVESTMENTS
RISK ASSESSMENT
SCREENING
We manage portfolios proactively considering the:
- Economic and Market Environments
- Required Performance
- Time Horizon
- Risk Profile
YOUR PORTFOLIO
Investment Philosophy & Approach
We seek long-term capital appreciation and work to protect assets in down markets.
Want to learn more about our screening criteria?
Allow us to guide you toward Financial Freedom. Let's start your journey!
