We are re-branding from Strategic Equity Management to SEM Wealth Management to better describe who we are & what we represent. The video & illustration below describes some of the reasons behind this change.
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Passive Management
"Strategic" Portfolios
Over the last 10 years, the investment industry has started calling “Passive” Management “Strategic” Allocation, leading to our rebranding.
Index Funds – always invested
Any deviation from “buy & hold”
Mixture of Tactical & Index Investing
Tactical Management
What SEM is known for – allocation can deviate significantly from index.