Our Team

Independent Relationships

DeGreen Capital Management maintains trusted independent relationships with some of the industry’s most respected national and international institutions, including:

  • Charles Schwab, as custodian
  • Bloomberg LLP, a world-wide securities data service
  • Tamarac Inc., a portfolio reporting and trading platform

In addition, when client needs require, and because we focus exclusively on fee-only portfolio management, we are pleased to refer clients to trusted independent Arizona professionals such as:

  • Integrated Wealth Management, LLC, a comprehensive financial planning and investment advisory firm
  • Urke and Stoller, Certified Public Accountants
  • Other professionals, based on client needs

Keith DeGreen, J.D. CFP®

CEO and Portfolio Manager

Keith DeGreenAs portfolio manager, Keith DeGreen is supported by an outstanding team of professionals.

In 2006 Keith sold DeGreen Wealth Management, an investment advisory firm in Scottsdale, Arizona, with $640,000,000 of assets under management.

He promptly bought a boat, sailed across the Pacific, and flunked retirement.

He spent the next three years engaged in a world-wide research sabbatical — by plane! He met with government officials, business leaders, investment experts and ordinary people in countries throughout Asia, the Middle East, Europe, and Central and South America.

Using his own money, he developed and tested what is now DeGreen Capital Management’s MARKTORS® portfolio management program, and has pioneered world-wide market and sector investing through the growing universe of low-cost, U.S.-traded, exchange traded funds (ETFs). He remains DeGreen Capital Management’s first investor. Participating investors invest with Keith, through their own separately-managed accounts at Charles Schwab.

Keith is the author of The Emerging Markets Book, now in its second printing. Learn more about The Emerging Markets Book.

In January, 2010, Keith returned to host Arizona’s most popular personal finance show, on the state’s most popular radio station – NewsTalk 550, KFYI. Keith’s program is now in its 21st year on the station. You may hear the program live from 10am until noon each Sunday, or you may enjoy recently archived editions of the program on this website. Listen to show archives.

Keith has been a Certified Financial Planner since 1987. He earned his law degree at The University of Cincinnati, School of Law approximately 100 years ago (or so it seems), after returning from Vietnam, where he received the Purple Heart and attained the rank of Sergeant with the United States Marines. Click here to enlist.

A nearly 30-year Arizona resident, Keith was Arizona’s Republican candidate for U.S. Senate in 1988. He was a candidate for Governor in 2005 but withdrew due to a family illness.

In 2007, Keith, his wife, Lynn, and their two youngest sons, relocated to “the financial capital of the world”, Chagrin Falls, Ohio (pop. 5000). The family also has a home in Scottsdale. Keith regularly commutes between Ohio and Arizona.

Keith is the proud father of five children and three grandchildren. His children range in age from 41 to 14. Keith is obviously a financial, not a family, planner.

Kyle Kopecky

Chief Administrator

Kyle KopeckyKyle Kopecky is our company’s Chief Administrator. She is often the first DeGreen Capital Management team member you will meet, as you call our office for seminar reservations, a Suitability Interview, or for general information.

Kyle administers of our offices in Ohio and Arizona. She divides her time between both offices.

Before joining DeGreen Capital Management in 2008, Kyle was a Senior Associate at Paragon Advisors, a multifamily office that managed $2 billion in assets. In addition to her role as Executive Assistant to the firm’s two Senior Managing Directors, she provided support for the Executive Committee, oversaw IT responsibilities, database management and preparation of clients’ income tax returns.

A long-time Chagrin Falls resident, Kyle has been active in countless community, school and non-profit activities for many years.

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.