COMPANY PROFILE 

SEM Wealth Management was founded in 1992 by Rick Gage, an engineer experienced in the use of statistical design and optimization.  SEM's co-owner, Jeff Hybiak joined SEM in 1998. Today the team at SEM is comprised of both engineering and finance professionals who combine their knowledge and experience to navigate the uncertainties of the stock market.  Our approach to the financial markets utilizes technical analysis to develop computer-driven investment models.  These proprietary models, developed through extensive back-testing, have guided SEM's investment approach since its formation.

As of September 2018, SEM manages 3000+ accounts and over $450 million of client assets. Founded in Tucson, Arizona, SEM opened an office in the Richmond, Virginia area in late 2017 to better serve our east coast clients and advisors. Having dual operations centers on both coasts provides additional protection and support for all of our clients in case of a disaster or emergency. 

27

10

Models

25+

Trading

Systems

100+

OUR TEAM

 

Brandi Hybiak

Advisor Services & Operations Manager

Brandi has over 17 years of back office & customer service experience, most of those focusing on accounting operations.  She has been with the SEM team since 2001 & earned her Associates Degree in Business Management in 2014.

Cody Hybiak

Client Portfolio Manager

Cody Hybiak is a Client Portfolio Manager and Analyst with SEM. He assists SEM's advisors in reviewing their investment allocations, designing customized portfolios for advisors, as well as importing and monitoring the data that generates the signals inside SEM's trading systems. Cody received his Bachelor of Science degree in Business Administration (Accounting emphasis) from the University of Arizona with an emphasis in Accounting. He joined SEM in March 2017.  

Shannon Chandler

Executive Assistant/Investment Advisor Representative

Shannon received her Bachelor of Science degree in Business Administration from the University of Arizona. Prior to joining the SEM team in 2002, Ms. Chandler developed asset allocation strategies as an Investment Specialist for Charles Schwab.  

Corryn Briles

Advisor Services

Corryn is part of our East Coast Advisor Services team. Prior to joining SEM she worked in a variety of office settings, most recently a large school district in Arizona. She joined the SEM team in early 2019.

Kimbley James

Advisor Services

Kimbley is part of our East Coast Advisor Services team. She has a strong background in office management and administration in a wide range of industries. She joined SEM in early 2018.

Dustin Briles

Director of Technology

The Director of Technology is a new position for SEM. It was created because the financial services industry has truly evolved into a technology business. In addition to helping SEM's Operations team leverage technology to be more efficient, the Director of Technology will be working to ensure SEM follows the highest security standards. Dustin has a strong background and expertise in network and database administration, on-site technical support, and cyber-security. He began working on projects for SEM in 2017 and joined the team full-time in July 2018.

Courtney Hybiak

Marketing Associate

Courtney is currently entering her senior year at the University of Arizona. She is majoring in Business Administration (Marketing emphasis) with a minor in Psychology and has been on the Dean's List with Distinction multiple times. Courtney was involved with Future Business Leader's of America throughout high school and qualified for the national competition twice, finishing 6th her senior year in the Business Financial Plan category. She began the overhaul of SEM's Trader's Blog in 2016, assisted with the re-branding and launch of the new SEM Wealth Management page in 2017, and redesigned all of the marketing materials as part of the re-branding. At the end of 2017 her role was expanded to run all of SEM's marketing efforts.

© 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.