Customized Investment Solutions
to fit your financial plan, risk tolerance & investment personality
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.
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 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..."
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
28
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
SEM has a passion to help ALL people
regardless of their financial situation or age!
Check out WhatsMyScore.net to get started.
The Path to Financial Success:
What's my score?
Are you on the right financial path?
Click here to find out
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 4 PM ET [except holidays]