Our Investment Portfolios

At Secure Retirement, our view of a conservative investment product differs considerably from that of other asset managers. Many label their products as “conservative,” but their asset allocations are certainly not conservative from our - or our client’s perspective.

We use the terminology “conservative” quite a bit when referring to investing money for the purpose of retirement. We are completely averse to investors losing retirement money. That doesn’t mean we’re perfect. Investment performance can never be fully predicted. However the risk control measures we take provide defense against the kind of losses that can affect a person's sense of security and lifestyle.  Of course long term financial goals require balancing safety with some assets that are more volatile but have a higher expected rate of return.

Every one of our portfolios is based on our investment approach and designed specifically for your goals, regardless of the state of the market.

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.

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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.

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Contact Us

18 Crow Canyon Court, Suite 325
San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630