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.
AT FEE-ONLY DCM, in cooperation with our colleagues at Efficient Market Advisors (EMA), we maintain 15 diversified, low-cost, risk-adjusted exchange-traded fund (ETF) portfolios. Each of our EMA portfolios has a more than ten-year GIPS-compliant performance and volatility track record. Using this data 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.
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.
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