Secure Asset Management

Secure Asset Management

Secure Asset Management was founded in 2007 and maintains dual headquarters in Troy, Michigan, and Houston, Texas. The firm operates as an SEC Registered Investment Advisor within a cluster of commonly owned affiliates: Secure Investors Group (insurance), Secure Mortgage Funding, and Secure Tax Services. This structure means a single client relationship can span portfolio management, insurance brokerage, tax preparation, and mortgage origination, all under the firm's 'Secure Case Design' planning framework. Investment management is discretionary and fee-based, tailored to individual client objectives. The firm also provides pension and employee benefit plan consulting services. While the website does not disclose specific portfolio-company positions or asset allocation targets, the cross-entity model suggests a focus on taxable wealth accumulation and retirement planning. Client assets are custodied with Aurora Securities, an affiliated broker-dealer that is a member of FINRA and SIPC, creating a controlled distribution channel from advisory through execution. The firm cites no public AUM figure, team headcount, or fund vehicles. Its service footprint reaches individual households, retirement plans, and pension consultancies, delivered through a multi-entity architecture that covers insurance, mortgages, tax, and investments. No philanthropic foundations, club memberships, or investment partnerships are disclosed. Structurally, Secure Asset Management differs from a pure RIA by tying advisory services to an in-house mortgage lender, tax preparer, and insurance agency — an architecture designed to capture multiple revenue streams from a single client. This alignment resembles a family-office service model scaled for retail clients, though governance and succession arrangements are not publicly described.