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.
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 »