Take biases into account in prospect meetings
Articulate the cost of biases to prospects and clients
Create investment solutions that work with each of the 4 investor types
Improve ability to implement programs, through a case study review
BIBLICALLY RESPONSIBLE INVESTING
Align your investing with the moral standards of the Bible.
Why SEM Wealth Management?
SEM's behavioral approach helps Financial Advisors and their clients create personalized investment solutions.
Importance of Minimizing Losses
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 losses 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..."
Jeff Hybiak
Co-Owner
Sr. Portfolio Manager Chief Operating Officer
Want to learn more about
SEM's Behavioral Approach to Investing?
Click here
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.
About SEM
29
YEAR HISTORY
3
DISTINCT MANAGEMENT
STRATEGIES
15
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.
Why pay a fee?
To develop a plan to overcome your natural behavioral biases!
Important Factors:
Time Horizon & Risk Tolerance
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 4 PM ET [except holidays]