Portfolio Management

Portfolio Management and Investment Advice

Conservative investment portfolios as created by Secure Retirement’s President and Chief Investment Officer, Richard Morey, brings all of his knowledge, skill and passion to making sure we have the best opportunities available for your individual needs and goals.

Investment Advice is provided based on your lifestyle needs and financial goals as well as personal preferences. Analysis of your existing investments will also help determine investment strategy recommendations.

Accounts are held at Charles Schwab and Co. Schwab is one of the largest financial institutions in the world. More importantly their service is exceptional and consistent. They are always on the forefront of technology to improve the customer’s experience.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia and Asia. We use their extensive investment research, and they also provide account management and reporting that helps us provide clients with in-depth summaries of their investment holdings and returns.

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
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