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Investment Strategy

Bringing You a World of Opportunities

Our clients invest exactly as Keith DeGreen invests, within their own separate accounts at Charles Schwab. Each account is carefully managed by our firm. Keith originally developed our investment program to manage his family’s wealth, after he sold his previous firm in 2006. Today hundreds of affluent investors participate with Keith in our innovative FEE-ONLY program. Our minimum portfolio requirement is $1,000,000.

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 personally conducts an Investment Suitability Interview with prospective investors to help them determine the allocation most appropriate for them. 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 typically 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. We may also invest in individual securities in accordance with our rigorous screening process. Learn more »

Copyright ©2013 DeGreen Capital Management

MATERIAL DISCLOSURE FOR DEGREEN CAPITAL MANAGEMENT LLC. DEGREEN CAPITAL MANAGEMENT LLC IS A FEE-ONLY INVESTMENT ADVISOR REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION, AND MAY ACCEPT CLIENTS THROUGHOUT THE UNITED STATES, SUBJECT TO STATE REGISTRATION OR WAIVER PROCEDURES. 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 ITS HOME OFFICE: 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.