building and protecting wealth
…in the Bay Area and across the US since 2002
CASH IS BACK
Rates for select CD’s and Annuities have not been this attractive for almost fifteen years.
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
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.
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.