How to Invest/Programs

DeGreen PlusWe offer our clients THREE innovative programs. Each of our programs begins with personal suitability interview. During your interview, we will help you determine which program best fits your needs.

DeGreen-Direct Platinum

Our DeGreen-Direct Platinum Program is available to investors for whom we manage at least $1,000,000. Benefits include a personal suitability interview with Keith DeGreen, reduced fees, plus an additional 25 bps (1/4 of one percent) fee reduction in connection with our management of the bond/fixed-income portion of your portfolio. Our Platinum clients also enjoy special briefings, held at our Scottsdale office.

DeGreen-Direct

Our DeGreen-Direct Program is available to investors for whom we manage between $500,000 and $1,000,000. Its many benefits are similar to our Platinum Program, and include a personal suitability interview with Keith DeGreen, and special events.

DeGreen-Plus

Our DeGreen-Plus Program is available to all investors with aggregate portfolios of at least $250,000. It offers many benefits, plus a personal suitability interview conducted at our Scottsdale office by a highly-qualified, specially-trained, independent financial advisor. Your advisor can also provide you with comprehensive solutions to other financial planning issues, as required. DeGreen Plus is well suited to the needs of many investors, regardless of the size of their portfolios.

Copyright ©2010 DeGreen Capital Management

MATERIAL DISCLOSURE FOR DEGREEN CAPITAL MANAGEMENT LLC. DEGREEN CAPITAL MANAGEMENT LLC IS AN INVESTMENT ADVISOR REGISTERED WITH THE STATES OF OHIO AND ARIZONA, WITH OFFICES IN BOTH STATES, 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 ITS HOME OFFICE: 8401 CHAGRIN ROAD, SUITE 17, CHAGRIN FALLS, OHIO 44023. PHONE: 440.708.9110. ITS ARIZONA OFFICE IS LOCATED 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. PROSPECTIVE INVESTORS SHOULD UNDERSTAND THESE POTENTIAL RISKS BEFORE INVESTING.