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
Connect on Social Media:
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]