CAUtion. Agility. Wisdom.

It’s the way we invest.

NO SEATBELTS OR AIRBAGS.

Does this description apply to your current investment portfolio? (5 min.)

OUR FUTURE IN THE BALANCE.

Sustainable Investing? Or a Multi-Trillion-Dollar Greenwash? Jeff describes, you decide. (8 min.)

TACTICAL ALLOCATION.

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


Welcome to Secure Retirement. We help clients invest wisely and profitably, using critical hedging 
protection strategies. 
And now, growing your savings can help our environment.

 
RULE ONE

What If… 

..you could put your mind at ease, knowing your investments are well positioned and hedged? 

We believe that growing our client portfolios while carefully managing risk is Rule One. 

Personal attention and care? We’re glad you asked.

ALSO RULE ONE.

A Wider Vision

WHAT MAKES US DIFFERENT?

Hedging risk allows our clients to know their portfolios are protected – at the level at which they themselves choose. This applies to whatever holdings they choose to protect. 

When applied to entire portfolios, this strategy can result in not just protection but substantial profits, when key hedging techniques pay off as risk hits markets. 

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

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. To give you an idea, here is an example of a recent special report, modified for website viewers.
 https://secureretire.com/economy_and_markets/e_m_march_2022

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.e

Blog Corner • Editorial Insights • Market View

We've got you covered.

Website security

This website is protected by secure SSL/TLS encryption. We also utilize SIteLock Website Security for added protection against malware.

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.