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.
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
What SEM is known for – allocation can deviate significantly from index.