Values

SEM assists both clients and advisors in aligning their finances and investments with their values.

People matter

We want to make a positive impact on all of our stakeholders – our clients, our advisors, our vendors, our employees, and our community.

Outreach & education are important

Being a good steward is important to us. We strive to take care of those we come in contact with. Learn more about our community outreach here.

God is #1

We believe there shouldn't be any separation between our spiritual life and business life, which is why we started The Cornerstone Portfolios -- our Biblically Responsible Investments.

Commitment to excellence / continuous improvement

There will never be a perfect solution; we will always strive to continue to invest in technology, research & development, systems, and people.

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