Your Personal Suitability Interview

Keith DeGreenBoth of our DeGreen-Direct programs begin with a serious in-person, or by-phone, Personal Suitability Interview conducted personally by Keith DeGreen. The interview is designed to help us both determine whether, and to what extent, our service might be appropriate for you.

The suitability interview is not a sales call. Mr. DeGreen will ask you very specific questions to help you determine:

  • whether our service is appropriate for you; and
  • what your primary allocation among our wealth preservation and growth portfolios should be.

Mr. DeGreen may also help you identify other financial or estate issues that may require outside assistance.

Minimum portfolio requirement: $1,000,000.

Click here to read, or to print, a copy of the Suitability Interview, and the Supplemental Questionnaire.
Click here to learn more about our investment programs.
Click here to learn more about your account at Charles Schwab, and our fees.

DeGreen-Plus Investors

Our DeGreen-Plus investors may benefit from a more comprehensive financial planning analysis, conducted by a specially-trained independent advisor at our Scottsdale office. Your independent advisor can help you address additional financial and estate-planning issues, and may help you determine whether, and to what extent, our program, or other investments, may be appropriate for you.

Minimum portfolio requirement: $1,000,000.

To schedule your free suitability interview with Keith DeGreen, or to meet with an independent advisor at our Scottsdale office:

  • Please call toll free (888) 708-9110, or
  • Contact us.

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.