INSIGHT. Agility. Wisdom.

It’s the way we invest.

CASH IS BACK

Rates for select CD’s and Annuities have not been this attractive for almost fifteen years. (2 min.)

NOT JUST HEDGING. PROFITS.

What is the “smart money” doing these days? 
Watch and find out.

TACTICAL ALLOCATION.

Richard talks about how one of our most popular investment portfolios began.
(5 min.)


Welcome to Secure Retirement. We help clients invest wisely and profitably, using critical hedging 
protection strategies. G
rowing your savings can also help our environment. Watch video.

 

CASH IS BACK

Rates for select CD’s and Annuities have not been this attractive for almost fifteen years. 

NOT JUST HEDGING. PROFITS.

What is the ‘smart money’ doing these days? Watch and find out. 

Learn how Secure Retirement offers diversified investment strategies to fit your needs.

TACTICAL ALLOCATION

Richard talks about how one of our most popular investment portfolios began. (Click image, 5 min.)


Welcome to Secure Retirement. We help clients invest wisely and profitably, using critical hedging protection strategies. G
rowing your savings can also help our environment (watch video).

 

Star Performer

 

Managed Futures Mutual Funds tend to perform well during market volatility.  As a hedge, they can help your portfolio keep growing in times like these. 

A Wider Vision

WHAT MAKES US DIFFERENT

Though based here in the East Bay, our clients across the country tell us how much they appreciate our availability and personalized approach. In addition to planning and investment services, we offer a wealth of knowledge. Read our latest monthly report to get an idea of how our research can help clients make sense of current macroeconomic events.

True Environmental Impact

CLIMATE CHANGE INVESTING?

 

...or multi-trillion dollar greenwashing? Don’t be fooled by the hype. Your savings really can help save the planet. Learn how.

Focus on DIVIDENDS

RISING INTEREST RATES=
IMPROVED RETURNS FOR:

  • Fixed Income/Bonds
  • Utilities (mainly renewable energy)
  • Real Estate Investments that Distribute Regular Cash Flow
  • For income or reinvestment.

     

Welcome to Secure Retirement. We help clients invest wisely. And now, growing your savings can help the environment.

NEW: Our Future in the Balance

Impact Investing?…or a multi-trillon-dollar greenwash? Jeff describes, you decide.  (8 min.)

NO SEATBELTS OR AIRBAGS.
Does this description apply to your current investment strategy?
(5 min.)

TACTICAL ALLOCATION

Richard talkes about how one of our most popular strategies began. (5 min.)

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 Secure Retirement has 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.

Offering a range of investment strategies to match individual temperaments and situations, we also check in with our clients regularly, keeping them informed and involved with insightful reports and interactive Zoom calls.  These are held monthly, even more frequently if dramatic events are taking place on the world stage. 

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 approximately $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.

Blog Corner • Editorial Insights • Market View

We've got you covered.

Website security

This website is protected by secure SSL/TLS encryption, SIteLock Website Security and Webfence Premium.

We know a lot about financial planning. But don't take our word for it. Feel free to call us: (925) 855-4300, Mon-Fri 8:30AM-5PM.

In addition to comprehensive investment guidance we offer:

You will find more about our investment philosophy in the investment section of "What we do".

Basically it comes down to two main goals:

Rule One- Capital Preservation.
Rule Two- Capture Opportunities for Profit without risking Rule One. 

Please continue to explore our website to learn more. 

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TACTICAL ALLOCATION

The Defensive Growth Tactical Allocation Strategy is designed to capitalize on economic and market fragility, which has been brought about by central bank interventions, corporate debt levels, demographic shifts, business cycles and other factors.

 

These factors may express themselves as credit/ stock market events, potentially significant in the near term. The portfolio is a defensive yet opportunistic strategy.

 

This investment strategy can be combined with others to fit your needs. Please feel free to contact us if you would like to discuss and explore investment ideas and options.