The DeGreen Team
Keith DeGreen, J.D. CFP®
CEO and Portfolio Manager
Portfolios $500,000+
keith@degreen.com
480-609-9900
Sam DeGreen, FPQP
Registered Investment Advisor
Portfolios $250,000+
sdegreen@degreen.com
480-609-9900
Independent Professionals
Custodian, Worldwide Market Data and Independent Reporting
- Charles Schwab, primary custodian
- Bloomberg Terminal Services, a world-wide securities data service
- Envestnet/Tamarac, our third-party portfolio reporting and trading platform