CAUtion. Agility. Wisdom.
It’s the way we invest.
A Wider Vision
WHAT MAKES US DIFFERENT?
Maybe it’s the amount of time we spend researching macroeconomics and every investible market available.
Or it’s how we’re driven to provide the most effective Capital Protection Strategies. Whatever the case, our clients appreciate:
- The way we care
- How much we know
- The extra mile we go to.
True Environmental Impact
CLIMATE CHANGE SOLUTIONS
Unfortunately, the majority of funds and companies touted as “Environmental” don’t stand up to scrutiny. Not at all.
How can well-meaning investors sort through the greenwashing?
We’ve done the research so you don’t have to.
Focus on Dividends
The Solution to Ultra-Low Interest Rates from CDs and Money Mkts:
- Fixed Income/Bonds
- Dividend paying Stocks
- Funds that focus on Dividends
- Utilities (mainly renewable energy)
- Real Estate Investments that Distribute Regular Cash Flow
- For income or reinvestment
LET EXPERIENCE BE YOUR GUIDE
As a Registered Investment Advisor, Secure Retirement offers the consistency and depth of relationship you deserve.
Located in San Ramon, California, our focus is on eliminating unnecessary risk inherent in most investment portfolios, especially with money you’ve earmarked for retirement.
Your financial security is our goal. Whether you have questions about retirement plans, concerns about providing for care, are newly single, or even need help creating a simple budget, we’re here to help.
WHAT DEFINES US? Care, common sense and knowledge.
If this is your first time visiting our website, it’s likely because of someone you know. You may have been told how we have been a reliable guardian and steward of the portfolios entrusted to us– even through unprecedented financial turmoil. Our client loyalty makes us feel proud yet humbled.
In fact, we take the faith our clients have in us as a sacred trust. It’s the reason we never relax our vigilance. Our asset management approach is never passive. Every business day, we carefully evaluate market conditions, anticipate trends, and endeavor to adjust individual portfolios where needed. Though we have more than $100M assets under management, we are familiar with each of our accounts, always mindful that they represent over 300 families who have entrusted their savings to us.