Why SEM Wealth Management?
SEM's behavioral approach helps Financial Advisors and their clients create personalized investment solutions.
Importance of Minimizing Losses
SEM helps structure each portfolio allocation to the specific risk tolerance of our clients which helps limit emotional reactions when looses occur
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..."
Sr. Portfolio Manager Chief Operating Officer
Want to learn more about
SEM's Behavioral Approach to Investing?
SEM's Models span the ENTIRE return/risk spectrum
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.
Why pay a fee?
To develop a plan to overcome your natural behavioral biases!
Time Horizon & Risk Tolerance
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.
For any inquiries, please call or email us:
1-800-408-2423 | Fax: 866-720-3226 | email@example.com
Connect on Social Media:
East Coast Office:
11815 Aspengraf Lane - Suite B
New Kent, VA 23124
West Coast Office:
7367 East Tanque Verde Road
Tucson, AZ 85715
Standard Office Hours: Monday-Friday, 8:30 AM to 6 PM ET / 5:30 AM to 3 PM PT [except holidays]