Securities offered through Crown Capital Securities, L.P. Member FINRA/SIPC.   FINRA Broker Check
Investment Advisory Services offered by Secure Retirement
Secure Retirement and Crown Capital Securities are not Affiliated

OSJ- 32244 Paseo Adelanto, Ste. D-2 : San Juan Capistrano, CA  92675 : (949) 218-0510



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.