We offer our clients THREE innovative programs. Each of our programs begins with your Personal Investment Suitability Interview. During your interview, we will help you determine which program best fits your needs. Click here for more information on your Personal Investment Suitability Interview.
Our DeGreen‐Direct Platinum Program is available to investors for whom we manage at least $3,000,000. Benefits include a personal suitability interview with Keith DeGreen, reduced fees, events, and special briefings at our Scottsdale office.
Our DeGreen‐Direct Program is available to investors for whom we manage between $1,000,000 and $3,000,000. Its many benefits are similar to our Platinum Program, and include reduced fees, a personal suitability interview with Keith DeGreen, and special events.
Our DeGreen‐Plus Program is available to all investors with aggregate portfolios of at least $1,000,000, for whom we manage at least $500,000. It offers many benefits, plus a personal suitability interview conducted at our Scottsdale office with Brent Pine, CPA, CFP®, principal of Integrated Wealth Management LLC. This typically occurs after you first meet briefly with Keith DeGreen. Brent may also provide you with comprehensive solutions to other financial planning issues, as your needs dictate. DeGreen Plus is well suited to the needs of many investors, regardless of the size of their portfolios.