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
Powered by Axos Advisor Services
Offers distinct advantages over the larger "TAMP" platforms
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Lower costs
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More client friendly website
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Consolidated & model specific performance & holding information
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Less Paperwork
(1 statement / quarter)
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Simple application
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Customized portfolio options
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Model trading for all accounts
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More efficient cash management
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Faster execution
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Bulk changes to recommended portfolios
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Rebalancing back to specific client model allocations
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Ability to add other managers to SEM's accounts/models
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Removes many advisor behavioral biases from client portfolios
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Removes "discretionary" responsibilities from advisors
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A true fiduciary looking out for you and your client [SUITABILITY]
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Sophisticated portfolio line-up / simple implementation
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CFA assistance in setting model portfolios for clients
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Account opening tool
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Retail & other CRM/Financial Planning software tie-ins
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Customized fee options
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On demand performance reports
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Simple application
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Mobile app for client meetings
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Automatic RMDs
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Keeps focus on RELATIONSHIP management
Asset Mangement Styles
SEM's Platinum Advisor Program
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Customizable advisor specific model portfolios designed to meet specific return & risk objectives
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Dedicated SEM service team
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Ability to add additional non-SEM investments to client accounts
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Choose your own fee
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Access to SEM's Portfolio Management team for client meetings, proposal generation,
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& investment manager due diligence
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Add your logo to client quarterly statements & portal
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Quarterly planning meetings with SEM team
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Access to SEM's unique Amierguard Portfolios
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Additional Practice Management Services
SEM's Platinum Advisor Program is only available to a select number of advisors. Please contact SEM for qualification information.
