Your life. Your family. Your future. You have played by the rules, earned your wealth, and deserve respect and competence from your financial advisor.
DeGreen Capital Management (DCM) is Arizona’s premiere independent, fee-only, fiduciary investment advisor. Your best interest always comes first here. No exceptions. No excuses. No hidden agendas.
Hundreds of affluent individuals and families trust DCM - real people who deserve the highest level of professionalism. I am honored to invest in the same program as our clients.
My son, Investment Advisor Sam DeGreen, and I manage our clients' separate accounts at industry leader Charles Schwab. We work together with an outstanding team.
Your money is never comingled with others'. I invest in the same program as our clients. Also, while proper portfolio selection is always your best risk-control mechanism, we may go to cash or take other defensive measures when markets get dicey, in accordance with our written Defensive Measures Protocols.
I urge you to make an informed decision. First, please watch our highly-informative Smart, Proactive Investing Video. Next, review the contents of this site, and then – by all means – call us at 480-609-9900 to request your personal Investor Best Interest Interview. Your interview is a serious diagnostic meeting to determine whether and to what extent we at DeGreen Capital Management can be of service to you and your family.
I look forward to meeting you – and perhaps to investing with you – soon.
Keith DeGreen, J.D., CFP®
Founder and CEO
DeGreen Capital Management LLC
In the years ahead, efficiency, precision and diversification will be the three keys to your investing success.
We are the Pioneers at ETF Investing. At DeGreen, using our unique Barbell Investing approach and our defensive strategies, we pioneered ETF investing before it was "cool." Our diversified, low-cost, index-tracking, exchange-traded fund (ETF) portfolios efficiently access all the world's most promising markets – in the U.S., in other developed countries, and in emerging economies. For more information, visit the DeGreen Advantage page.
America's Most Popular Investment Vehicle. Low cost ETFs are now America's most popular investment vehicle, for many reasons. For more information, watch our Smart, Proactive Investing Executive Summary Video. (NOTE: For YOUR benefit, new clients are strongly urged to watch the full orientation video prior to their first appointment. To watch the full video please sign up for an appointment or request it.)
ETFs Beat Mutual Funds. Because our risk-adjusted ETF portfolios are so cost efficient, many DCM clients find that their investment costs with us are significantly less than they were when they invested in, for example, conventional mutual funds without a professional advisor. And, according to independent studies, ETFs consistently outperform conventional mutual funds.
ETFs Beat Annuities and 401(k) Subaccounts. What's more, diversified ETFs cost a tiny fraction of what annuity sub-accounts cost, and handily outperform them as a result (Absolutely no contest!); and ETFs are significantly less expensive (and therefore often more productive) than most 401(k) investment subaccounts. NOTE: If you are still working (and are over 59 ½), be sure to ask us about taking a tax-free "in-service distribution" from your 401(k) to a potentially-more-productive (and certainly more efficient, precise and diversified) DCM-managed IRA.
As fellow investors, we are in this together. We stay in touch. Close touch. In fact, our client communications program is unsurpassed. Please visit the Communications page on this site. Our clients receive frequent, substantive emails. Not boiler-plate fluff from a home office, but on-point analyses that pertain to your portfolio. We encourage you to reach out whenever you have questions, AND we stay in touch with our very popular radio show on NewsTalk 550 KFYI – "The Two Most Important Hours on Radio" – Saturdays from 11 AM to 1 PM. Our shows are also posted on the Radio/Podcasts page on this site.
In cooperation with our investment committee at Efficient Market Advisors (EMA), we maintain 15 carefully diversified, low-cost, risk-adjusted exchange-traded fund (ETF) portfolios (plus one all-equities ETF portfolio). Our diversified portfolios invest worldwide across the four major investment asset classes – equities, fixed income, alternatives and cash. Our EMA portfolios all have long-term performance and volatility track records.
Each portfolio is weighted differently across those four worldwide asset classes to achieve the level of asset-class exposure, historical volatility and performance most appropriate for you.
Your precise portfolio is based solely on YOUR needs. If our program is suitable for you, we will work together during your Investor Best Interest Interview to select the risk-adjusted portfolios that work best for you – based on YOUR individual objectives and risk tolerance. Also, we will STAY IN TOUCH and modify your portfolio to meet your evolving needs over time. We minimize the volatility required to accomplish your specific objectives. We watch your back when markets get dicey, and we communicate clearly as fellow investors.
For more information, please visit the Our Relationship page on this site.
DCM’s new-client minimum aggregate portfolio requirement is currently $1,000,000. Individuals may aggregate their accounts, and family members may aggregate their portfolios to reach this minimum. For more information, please visit the Our Relationship page on this site.
Hundreds of affluent investors trust DeGreen Capital Management to help them achieve their goals.
We serve our clients with the respect and diligence they richly deserve. We employ time-tested efficient, precise and diversified portfolios to help each client accomplish their objectives with as little risk as possible along the way.
Yes, your life. Your family. Your future. We respectfully request the privilege of contributing to your success. Please call us today at 480-609-9900 to schedule your Best Interest Interview.
And it would be my privilege to personally invest along with you.
If you would like to review our current SEC disclosure document, Form ADV Parts A & B Part II, please click here.
We would be happy to answer your additional questions on request.