You already know the real secret to successful investing: it’s not just about what you make when markets rise. It’s about what you keep when markets decline.
FEE-ONLY DeGreen Capital Management has pioneered the use of low-cost, index-tracking, U.S.-traded exchange-traded funds (ETFs) to access all the world’s most promising markets – in the U.S., in other developed countries, and in emerging economies.
AT FEE-ONLY DCM, in cooperation with our colleagues at Efficient Market Advisors (EMA), we maintain 16 diversified, low-cost, risk-adjusted exchange-traded fund (ETF) portfolios. At your Investment Suitability Interview, you and I will select the risk-adjusted portfolio best for you, based on your individual objectives and risk tolerance. The key is to minimize the range of volatility required to accomplish your objectives.
As your FEE-ONLY fiduciary advisor, we have no hidden agenda. In fact, I invest in the same program as our clients at industry-leader Charles Schwab. What’s more, we will go to cash or take other defensive action when things get dicey, in accordance with our strict discipline.
Hundreds of affluent investors trust us to help them achieve their goals.
It would be my privilege to also invest with you.
Keith DeGreen, J.D., CFP®
CEO, Portfolio Manager, DCM
You will receive the full video as part of your
Investment Suitability Interview process, or on request.
(CLICK HERE if you would like to watch the full video)