Why SEM Wealth Management?

SEM's behavioral approach helps Financial Advisors and their clients create personalized investment solutions.

HELPING ADVISORS & CLIENTS OVERCOME THEIR PERSONAL BEHAVIORAL BIASES SINCE 1992

Know where you are in this cycle! 

Click here for more information on behavioral biases.

15%

requires

18%

to recover

50%

requires

100%

to recover

SEM helps structure each portfolio allocation to the specific risk tolerance of our clients which helps limit emotional reactions when looses occur

An advisor can add 

2.25%-4.1%

value annually!

Learn more about how an advisor can add value here

The Value of an Advisor

"There is nothing wrong with being emotional... when we realize we can be emotional, we just realize: 'Hey, we're human.' When you're human, this leads to predictable mistakes. Once we know that we're likely to make mistakes, we can sit there and we can plan around those things..."

Jeff Hybiak


Co-Owner
Sr. Portfolio Manager  Chief Operating Officer

Want to learn more about
SEM's Behavioral Approach to Investing?

Click here

Since SEM has a broad range of clients with varying investment objectives, we offer a full spectrum of investment options!

 

Get more information about the options here.

About SEM

27

YEAR HISTORY

3

DISTINCT MANAGEMENT

STRATEGIES

10

INVESTMENT MODELS

120+

POSSIBLE PORTFOLIO COMBINATIONS

What are you paying for?

SEM wants to make sure that our clients understand what they are paying for!

Click here for the full fee breakdown.

To develop a plan to overcome your natural behavioral biases!

SEM has a passion to help ALL people
regardless of their financial situation or age!

Check out WhatsMyScore.net to get started.

 UPDATES FROM THE TRADING DESK

SEM Portfolio Management, Jeff Hybiak, CFA® posts frequently in his blog.  Since joining SEM in 1998 he has made it his goal to "pull back the curtain" on what really drives the market. In addition to updates on SEM's investment allocations, the blog provides updates on what the short-term focus of the market currently is and more importantly the longer-term consequences for investors.

 
 

 CONTACT US

For any inquiries, please call or email us:

1-800-408-2423  |  Fax: 866-720-3226  |  seminc@semwealth.com

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our address

East Coast Office:

11815 Aspengraf Lane - Suite B

New Kent, VA 23124

(804) 557-2253

West Coast Office:

7367 East Tanque Verde Road

Tucson, AZ 85715

(520) 749-4580

Standard Office Hours: Monday-Friday, 8:30 AM to 6 PM ET / 5:30 AM to 3 PM PT [except holidays] 

© 2016-19 Strategic Equity Management, Inc. dba SEM Wealth Management. Site created by Courtney Hybiak.

This site is for INFORMATIONAL PURPOSES ONLY.  Investing in the stock or bond markets involves risk and may not be suitable for all investors. Before making any investment decisions you should carefully consider your investment objectives, level of experience and risk appetite. The possibility exists you could sustain a loss of some or all of your initial investment and therefore you should not invest money you cannot afford to lose. You should be aware of all the risks associated with your investments and seek advice from an independent financial advisor if you have any doubts. All investments involve risk including those managed by SEM Wealth Management (SEM).

 

​Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

 

There is no representation made as to the future results of SEM’s programs or if they will be profitable.

For additional information on the author and SEM, please see our DISCLOSURE DOCUMENT (ADV Part 2)

Privacy Policy:

Our client's privacy is important to us.  Under federal law all clients have a right to know what information is being collected about them and how that information will be used.  SEM’s goal is to protect their privacy.  To conduct regular business, we may collect nonpublic personal information from sources such as:

    • Information reported by clients or their advisors on applications or other forms provided to us by them

    • Information about transactions with us, our affiliates, or others

However, SEM does not share or disclose any nonpublic personal information about its current or former customers, except as permitted by law.  All information will remain confidential.

 

Information Safeguarding
SEM will internally safeguard all nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to client information to service your account.  In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state guidelines to guard any nonpublic personal information.

This policy is provided in accordance with Title V of the Gramm-Leach-Bliley Act and Regulation S-P.