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Portfolios

Portfolios

Your EMA ETF portfolio will reflect your specific objectives, under our experienced, professional management at DCM.

Through DeGreen Capital Management (DCM), Efficient Market Advisors (EMA) offers 16 precise ETF portfolios, based on your allocation between “Growth” and “Wealth Preservation.” Your allocation is determined during your objective Investment Suitability Interview with Keith DeGreen, J.D., CFP®.

Each of EMA’s portfolios has a proven, documented, performance and volatility track record. Our mission at DCM is to select and monitor the portfolio that best meets your objectives, with as little volatility as possible; and to accommodate your changing needs over time.

Using U.S.-traded ETFs, EMA’s portfolios are allocated worldwide across the four major asset classes – equities, fixed income, alternatives and cash.

EMA offers five time-based, asset-class weighted, ETF portfolio categories. Each category offers a “conservative”, “moderate” and “aggressive” variation to fit your objectives. At your Suitability Interview, Keith will examine the time remaining before you must begin drawing annual income of five percent or more from your portfolio. The time periods range from:

  • Taking income now
  • Taking income in 2-5 years
  • Taking income in 6-10 years
  • Taking income in 11-19 years
  • Taking income in 20-plus years

In addition, for investors with a longer time horizon, EMA now offers an All-Equities Portfolio.

Many other factors will also be considered as we discuss, select and monitor the approach best suited to your specific situation.

All EMA portfolios are managed by a professional, highly-qualified team. By selecting the allocation most appropriate for you, we at DCM can minimize the number of times we may need to “go to cash” to defend your wealth. However, if markets break down beyond normal standard deviations applicable to your allocation, we may seek to defend your wealth by going to cash and/or by taking other defensive measures.

For more information about Efficient Market Advisors (EMA), CLICK HERE.