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Investing in a Turbulent World
Efficiently Accessing the World's Most Promising Markets, and Defensive Strategies for Your Portfolio
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Investment Strategy

Bringing You a World of Opportunities

Our clients invest exactly as Keith DeGreen invests, within their own separately-managed accounts at Charles Schwab. Keith originally developed our investment program to manage his family’s wealth. His extended family and friends asked to participate and, in 2009, our FEE-ONLY program was made available to all investors who meet our minimum $500,000 portfolio requirement.

We maintain two portfolios: A Wealth Preservation Portfolio and a Growth Portfolio. What differs among our individual clients is the extent to which they are allocated to each.

Keith DeGreen personally conducts an Investment Suitability Interview with most prospective investors to help them determine the allocation among the two portfolios that is most appropriate for them. If you access our program through an independent advisor, they will conduct a similar interview. You may change your allocation among the two portfolios at any time. Once your allocation is established, we will manage all investments within your account, pursuant to our strict investment discipline. Click here to learn how to invest.

We actively manage passive investments to efficiently access the world’s most promising markets and sectors.

We use the rapidly-growing universe of low-cost U.S.-traded exchange traded Funds (ETFs) to access markets in the U.S., in other developed nations, and in emerging markets. Learn more »

Copyright ©2012 DeGreen Capital Management

MATERIAL DISCLOSURE FOR DEGREEN CAPITAL MANAGEMENT LLC. DEGREEN CAPITAL MANAGEMENT LLC IS A FEE-ONLY INVESTMENT ADVISOR REGISTERED WITH THE STATE OF ARIZONA, AND MAY ACCEPT CLIENTS THROUGHOUT THE UNITED STATES. A MORE DETAILED DESCRIPTION OF THE COMPANY, ITS MANAGEMENT AND PRACTICES IS CONTAINED IN ITS REGISTRATION DOCUMENT, FORM ADV PART II. A COPY OF THIS FORM MAY BE OBTAINED BY CONTACTING THE COMPANY AT 4800 NORTH SCOTTSDALE ROAD, SUITE 1500, SCOTTSDALE, AZ 85251. PHONE: 480.609.9900. PAST PERFORMANCE OF SECURITIES OR OF INVESTMENT STRATEGIES EMPLOYED, IS NO GUARANTEE OF FUTURE RESULTS OR RETURNS. INVESTMENT RETURN AND PRINCIPAL VALUE WILL FLUCTUATE SO THAT AN INVESTMENT, WHEN SOLD OR REDEEMED, MAY BE WORTH MORE OR LESS THAN THE ORIGINAL COST. INVESTMENTS IN FOREIGN MARKETS, EVEN WHEN MADE THROUGH U.S.-TRADED ETFS, ARE SUBJECT TO VARIOUS INVESTMENT, TRADING, AND FOREIGN EXCHANGE RISKS, AND OTHER RISKS, INCLUDING THE RISK OF POSSIBLE LOSS OF PRINCIPAL. ALL INVESTING INVOLVES RISK, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL. PROSPECTIVE INVESTORS SHOULD UNDERSTAND THESE POTENTIAL RISKS BEFORE INVESTING.