ADVISORS

Why use SEM's platform?

Take the guesswork out of the investment management decisions
and help advisors mitigate their own behavioral biases with our

Scientifically Engineered Models!

Why SEM?

A Better Platform

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Offers distinct advantages over the larger "TAMP" platforms

Client Improvements

  • Lower costs

  • More client friendly website

  • Consolidated & model specific performance & holding information

  • Less Paperwork
    (1 statement / quarter)

  • Simple application

  • Customized portfolio options

SEM Improvements

  • Model trading for all accounts

  • More efficient cash management

  • Faster execution

  • Bulk changes to recommended portfolios

  • Rebalancing back to specific client model allocations

  • Ability to add other managers to SEM's accounts/models

Advisor Improvements

  • Removes many advisor behavioral biases from client portfolios

  • Removes "discretionary" responsibilities from advisors

  • A true fiduciary looking out for you and your client [SUITABILITY]

  • Sophisticated portfolio line-up / simple implementation

  • CFA assistance in setting model portfolios for clients

  • Account opening tool

  • Retail & other CRM/Financial Planning software tie-ins

  • Customized fee options

  • On demand performance reports

  • Simple application

  • Mobile app for client meetings

  • Automatic RMDs

  • Keeps focus on RELATIONSHIP management

Asset Mangement Styles

SEM's Platinum Advisor Program

  • Customizable advisor specific model portfolios designed to meet specific return & risk objectives

  • Dedicated SEM service team

  • Ability to add additional non-SEM investments to client accounts

  • Choose your own fee

  • Access to SEM's Portfolio Management team for client meetings, proposal generation,

  • & investment manager due diligence

  • Add your logo to client quarterly statements & portal

  • Quarterly planning meetings with SEM team

  • Access to SEM's unique Amierguard Portfolios

  • Additional Practice Management Services

SEM's Platinum Advisor Program is only available to a select number of advisors. Please contact SEM for qualification information.

© 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.