Investment Management

Our goals are your goals.

We will never recommend an investment or portfolio just because it’s good or profitable for us. Never.

This is about you.

If you want investment results, accountability, honesty, and clarity; if you want to work with a firm where your goals are the primary motivation; if you want to engage with an advisory firm committed to your success – then at DeGreen Capital Management, you’ve found a home.

The fact is that if we recommend something to you, we do it only because you’ve told us what you want to accomplish and our research has shown us that the approach we are recommending is the very best way for you to reach your goals.

Your interests first. Every single day. Every single time.

How We Choose Investments

There are two key questions you should ask every investment team:

  • Who is creating the portfolios into which your savings are invested?
  • What are their motivations?

At DeGreen Capital Management, our highly trained and heavily credentialed investment management team screens thousands upon thousands of investments each year. Each investment we choose serves a specific role within the portfolio to create diversification, reduce risk, and provide growth potential.

And rest assured, the money we manage for you is held safely and securely by a nationally recognized and fully insured third-party custodian. Some firms forgo this protective measure by holding your money in their company accounts. Not DeGreen Capital Management.

Creating the Best Portfolio for You

We build portfolios for the sole purpose of helping you reach your financial and investment goals.

How do we decide what portfolio is best for you?

  • We meet you.
  • We get to know you.
  • We evaluate your financial situation.
  • We ask you a detailed series of key questions.
  • We then complete a risk analysis of your goals, wants, and needs.
  • We then set about researching portfolios for the best fits.
  • We then select a specific strategy that aligns your risk comfort level and your short and long-term goals.

As your life changes, we continue to meet with you and update your investments to keep them in line with your goals, tolerances and needs.