Portfolio Choices

Secure Retirements Conservative Income Portfolio is designed to provide a safe, steady level of competitive retirement income. The fund primarily invests in fixed income mutual funds (no load) and exchange traded funds (ETFs). The types of securities and funds may include:

  • U.S. Government Bonds including TIPS (inflation protected)
  • Corporate and Mortgage Bonds
  • Floating Rate Bonds
  • International Bond Funds
  • REITs (Real Estate Investment Trust)

Up to 15% of total assets may be invested in :

  • Precious Metals (including gold and silver)
  • Natural Resources
  • Mortgage REITs and Energy Companies focused on generating income.


Download The Conservative Income Portfolio brochure for detailed information.

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