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Portfolios

Portfolios

Your customized DeGreen-EMA ETF portfolio will reflect, in our opinion, the most consistent professional management in the industry.

DeGreen Capital Management (DCM) and Efficient Market Advisors (EMA) offer 15 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 our portfolios has a proven, documented, performance and volatility track record. Our mission is to select and monitor the portfolio that best meets your objectives, with as little volatility as possible.

We offer five time-based 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

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

All DCM-EMA portfolios are managed by a professional, highly-qualified team, and are closely monitored throughout every trading day. By selecting the allocation most appropriate for you, we can minimize the number of times we will 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.