CAUtion. Agility. Wisdom.

It’s the way we invest.

Tactical Allocation (6 minutes)

In this video, Richard explains the origin and rationale of one of our popular strategies. 

NEW- "The Right Balance"

This brief five-minute discussion of ESG, Managed Futures and more is a guaranteed eye opener. 

Dividend-Focused Investment

Jeff Warren describes how dividend-focused portfolios can provide steady income streams.


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

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.

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. 

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.