Richard Morey

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios. In 1999, Richard became the Chief Investment Officer of Bellingham Investment Management, a Registered Investment Advisory firm located in San Francisco, California. In 2002, Richard founded Secure Retirement to specifically address the investment needs of those who are retired or preparing to retire.

Richard received Bachelor’s and Master’s Degrees from the University of Iowa, where he co-founded a research center for advising and educating gifted students that is now one of the leading educational centers in this field in the United States. Before becoming a financial advisor, Richard also worked in the nonprofit field, where he was the Chief of Operations of the Easter Seal Society for Central California.

As an asset manager, Richard is one of the few in the industry with an in-depth understanding of the mathematical concepts behind Modern Portfolio Theory (MPT). That knowledge has led to the insight that applying these mathematical theories to the investing process simply does not work when severe risk strikes. Instead, Richard bases his approach on proven theories of macroeconomics and strategic asset allocation. For more information about Richard’s approach, see Investment Process.

About Richard

Richard began his financial services career as an advisor in the Monterey Bay region of California, where he used Efficient Set Theory to create and manage institutional investment portfolios.

Read more

About Jeff

Jeff is a specialist in the field of retirement security planning, with over 30 years of experience in the financial services industry. A cornerstone of his philosophy is an emphasis on safe investing strategies.

Read more

Contact Us

18 Crow Canyon Court, Suite 325
San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630
This email address is being protected from spambots. You need JavaScript enabled to view it.