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Welcome to DeGreen Capital Management!

BRINGING YOU A WORLD OF OPPORTUNITIES®

Our new-client minimum portfolio requirements are:

Investment Advisor Keith DeGreen, J.D., CFP®: $500,000+

Investment Advisor Representative Sam DeGreen, FPQP®: $250,000+

Dear Reader,

FIDUCIARY FEE-ONLY DeGreen Capital Management (DCM) in Scottsdale has pioneered the use of diversified, low-cost, index-tracking, exchange-traded fund (ETF) portfolios to efficiently access all the world’s most promising markets – in the U.S., in other developed countries, and in emerging economies.

At FIDUCIARY FEE-ONLY DeGreen Capital Management we seek to add value at all times – value far in excess of our fees. Because our 15 risk-adjusted ETF portfolios are so cost efficient, many DCM clients find that they spend less with us, even after paying our management fee, than they did by investing in actively-managed mutual funds without professional management.

Here are just three ways we seek to add value:

  • We will go to cash or take other defensive measures if markets get dicey — all in accordance with our written Defensive Measures Protocols;
  • I personally invest in the same program as our clients through industry leader Charles Schwab. In other words, we eat our own cooking; and
  • Our client communications program is unsurpassed.

AT FIDUCIARY FEE-ONLY DeGreen Capital Management, in cooperation with our colleagues at Efficient Market Advisors (EMA), we maintain 15 highly-diversified, low-cost, risk-adjusted exchange-traded fund (ETF) portfolios. Our diversified portfolios invest worldwide across the four major investment asset classes – equities, fixed income, alternatives and cash. Our portfolios all have long-term performance and volatility track records.

YOUR PORTFOLIO is based solely on YOUR needs. At your Investment Suitability Interview we will work with you to select the risk-adjusted portfolios that are in your best interests — based on your individual objectives and risk tolerance. Also, as your circumstances change over time we will modify your portfolio to meet your evolving needs. The keys are to minimize the volatility required to accomplish your specific objectives, to watch your back if markets get dicey, and to communicate clearly as fellow investors.

As your FIDUCIARY FEE-ONLY advisor, we have no hidden agenda at DCM. Our sole mission is to add value at all times – during good or challenging times.

I am personally available to work with clients who have portfolios of at least $500,000. My son, Sam DeGreen, is a highly competent advisor in his own right. He is available to help clients with portfolios of at least $250,000. With the able assistance of our outstanding team, Sam and I both work in accordance with the highest fiduciary standards while applying rigorous review procedures.

Hundreds of affluent investors trust us to help them achieve their goals.

It would be my privilege to also invest with you.

Keith DeGreen, J.D., CFP®
CEO, Manager, DCM

Let's Get Started

Click here or call 480-609-9900 to request:

DeGreen Suitability Interview

Your Investment Suitability Interview

With Keith DeGreen, J.D., CFP

CLICK HERE
for a Brief Preview of Our Highly Informative Orientation Video

You will receive the full video as part of your
Investment Suitability Interview process, or on request.

(CLICK HERE  if you would like to watch the full video)

Keith DeGreen Radio Show

Join Keith and Sam DeGreen
TWICE on Weekends for
"SMART PROACTIVE INVESTING"

Saturdays at NOON
AND…Sundays at 7 AM!
NewsTalk 550 KFYI Phoenix

CLICK HERE  for Show Podcasts

Our Team

Keith DeGreen

Keith DeGreen, J.D. CFP®

CEO and Portfolio Manager

Sam DeGreen

Sam DeGreen, FPQP

Investment Advisor

sdegreen@degreen.com
480-609-9901
Donald Ebey

Donald Ebey

Vice President, Operations

Deborah Wilson

Deborah Wilson

Director of Client Services

DWilson@degreen.com
480-609-9901

BRINGING YOU A WORLD OF OPPORTUNITIES®

FEE-ONLY Portfolio Management for Affluent Investors
Low-Cost, Diversified ETF Investing. Minimum Portfolio $500,000

Contact Us