Press Enter to search
Scroll down to see more resources for advisors (and potential advisors) with SEM
Your one-stop shop for things you need to open new accounts with SEM.
Get electronic (or paper) copies of our marketing materials
Helpful information for filing taxes.
Information about performance reports and models. This page is for professional investors only.
Click to download to create customized portfolios.
Check out SEM's Technology Blog
View our hours of operation, paperwork submission deadlines, and when we're closed for holidays.
What do we do, and how do we do it?
Answers to questions you might have when doing business with SEM
Sometimes we do presentations on the internet. Check 'em out!
Dive deeper into our practices, methodologies, and investment ideologies.
Learn more about what we can do for both investors and advisors.
SEM Trader's Blog,
we provide simple explanations about the current market environment. This blog is designed to give advisors talking points about the market and for individual investors to better understand what is happening.