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Barbell Wealth Management®

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With Professional Guidance

Barbell Wealth Management

While you are welcome to invest directly in MARKTORS®, we recommend that you seriously consider accessing our program through a MARKTORS®-Certified Financial Advisor near you. They can assist you at many levels to build your financial strength by using our unique Wealth Barbell® approach.

Your Wealth Barbell® is very simple:

At the "Estate Preservation and Income" end of your Wealth Barbell®, your MARKTORS®-Certified Financial Advisor will offer guidance to protect your estate, and to provide income. They may elect to use our expertise to manage the bond/fixed-income component of your portfolio at this end of your Wealth Barbell, or they may make other recommendations as well.

At the "Growth Through Equities" end of your Wealth Barbell®, DeGreen Capital Management will seek to efficiently grow your equity investments. We will do so by applying the innovative MARKTORS® Investment Discipline.

  • MARKTORS® helps us identify, and to efficiently access, the most promising markets and sectors in the U.S. and around the world1. It also alerts us to go to cash or to defensive positions when U.S. or world markets do not meet our strict criteria2.

Your Financial Plan, prepared by your MARKTORS®-Certified Financial Advisor, is the extremely important "bar" that connects both ends of your Wealth Barbell®. It integrates the management of your portfolio and estate. It should serve as the blueprint for your financial success.

To find a MARKTORS®-Certified Financial Advisor near you, please call us at 888-708-9110, or email us at info@degreen.com.

Making Money and Managing Risk

Let's face it: There are only two objectives to wealth management: Protect yourself and your loved ones; and seek to grow your investments. Your Wealth Barbell® may help you accomplish both objectives with four important steps:

  • Manage Risk: Control most of your risk by prudently allocating between both sides of your Wealth Barbell®, pursuant to the written financial plan prepared by your MARKTORS®-Certified Advisor.
  • Preserve and Protect Your Estate: Strive to protect your estate, your capital, and your income by working with your MARKTORS®-Certified Financial Advisor to select the most appropriate:
    • Risk-management and insurance vehicles;
    • Estate and business structures, documents, and tax strategies; and
    • Fixed income investments.
  • Go For Growth: If you've worked with your Financial Advisor and completed the first two steps above, then by all means, let's try to efficiently make some money at the Portfolio Management end of your Wealth Barbell®!
  • Whether we manage your investments on one or both sides of your Wealth Barbell®, the MARKTORS® Investment Discipline will kick into gear on your behalf! Within your own separately-managed account at Charles Schwab, we will apply our strict valuation standards to invest your money in what we believe are the most promising markets and sectors in the U.S. And around the world.
  • Take Action: This step is the most important of all: To get started, contact your MARKTORS®-Certified Financial Advisor today!
  • To find a MARKTORS®-Certified Financial Advisor near you, please call us at 888-708-9110, or email us at info@degreen.com.

Our Unique Approach

The MARKTORS® Investment Discipline is available through experienced and skilled professional MARKTORS®-Certified Financial Advisors3. The Advisors who direct their clients to our program are unique because:

  • They specialize in you. By recommending MARKTORS®, they free themselves to spend more time concentrating on your wealth management priorities.
  • They understand the value of MARKTORS'® unique, fee-based approach toward efficient U.S. and world market and sector investing.
  • They understand the importance of plan-based investing.
  • Most important, they understand the importance of integrating the management of your portfolio with the management of your estate - to help you achieve the financial success you deserve.

Preserving and Protecting Your Estate

Your MARKTORS®-Certified Financial Advisor will prepare your personal financial plan, and will consult with you on a continuing basis regarding many important issues, including:

  • Your current financial situation;
  • Your financial goals and objectives;
  • What you should allocate to MARKTORS® and to other priorities;
  • Insurance to protect you and your loved ones
  • Your estate and business-planning needs
  • Your tax planning needs
  • Your risk tolerance and investment time horizon
  • Your lump-sum and long-term income needs
  • Income-generating, or principal-protected investments

Your MARKTORS®-Certified Financial Advisor may serve as quarterback to assemble the legal and tax-planning team you will need to accomplish your objectives; or they may work with your current advisors.

Take Action: Your MARKTORS®-Certified Financial Advisor plays a vital and pivotal role in your financial success.

To find a MARKTORS®-Certified Financial Advisor near you, please call us at 888-708-9110, or email us at info@degreen.com.



1 The phrase "most promising markets and sectors" refers only to the markets and sectors our investment discipline identifies. Obviously, results cannot be guaranteed.

2 All equity investing, including the MARKTORS® program, involves the risk of loss.

3 Each Participating Advisor must either have substantial industry experience at fee-based financial planning and financial plan preparation, and/or must hold advanced professional designations. They must also have a clean disciplinary record upon commencement of their affiliation with DeGreen Capital Management LLC. (DCM). However, DCM does not warrant, approve, nor endorse, the work of any other financial advisor, nor warrant their future performance or record, and is not responsible for the recommendations made by any other advisor. DCM focuses exclusively on managing the funds entrusted to its care, pursuant to its investment advisory agreement, is not responsible for allocations to or from our program by any third party, and is not responsible for determining the suitability of our investment program for any investor brought into the program by a third party.