Welcome to Secure Retirement
Peace of Mind is Real Wealth

The Opportunity

As a trusted financial advisor, your goal is to help every client achieve financial peace of mind—today, tomorrow, and throughout their retirement. That’s no easy task in today’s unpredictable market.


At Secure Retirement, we see this challenge as a very real opportunity to serve investors well, using a time-tested, research-based approach to protecting assets in all market circumstances—even in the face of yet another bear market.


A boutique asset manager, we can help you diversify your own business to protect client assets and your own livelihood. Designed to address the financial needs of successful middle-class investors, at this time our approach leverages an uncommonly low equity allocation, and we purchase stocks only when values are low. As a result, our portfolios are poised to help investors dramatically reduce risk, protect their valued savings, and keep their nest eggs intact. And to help you communicate this value with your clients, we provide monthly updates on our current approach in plain language that speaks to even your most novice investors.


Contact us today at (925) 855-4300 to learn about our personalized asset management services and how we can help you and your clients prepare for change and gain financial peace of mind.

Economic and Market Update

September 2014


In Danger of Dying From Too Much Debt?


By Richard Morey


Last month’s report included a synopsis of a quarterly report written by Dr. Lacy Hunt, the executive vice president of Hoisington Investment Management Company (and the manager of the Wasatch-Hoisington U.S. Treasury mutual fund we own in most of our client accounts). Among his many accomplishments, Dr. Hunt previously held the position of Senior Economist for the Federal Reserve Bank of Dallas.

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