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.
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