SECURE ASSET MANAGEMENT, L.L.C.

Overview

Secure Asset Management, L.L.C. is a privately owned investment adviser and insurance broker-dealer that registered with the SEC in 2018. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM schedules, fixed fees and other fee structures. Investment activity centers on public equities and exchange-traded instruments, with a clear tilt toward liquid, tradable securities alongside a program of external alternative allocations. The firm operates as a capital allocator — combining internally managed portfolios with third‑party alternative fund placements — and also distributes insurance products, a pattern that dovetails with its use of annuities where appropriate. Secure Asset Management is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices