Valuable Advisor Services

SEM Wealth Management

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SEM Wealth Management is an investment management firm that has been helping financial advisors and their clients for over 25 years.  SEM Stands for Scientifically Engineered Models (they were formed as Strategic Equity   Management).  Their proprietary portfolio models are designed to help advisors and their clients overcome the personal behavioral biases that cause many to make self-defeating investment decisions.  And these models have guided SEM's portfolio approach since its formation. 


Read SEM's weekly market blog

Read more about SEM's portfolio approach

Obtain video of SEM's FAN webinar,Financial Advisors Converting Biases to Profits

DB&R Insurance Risk Management

For businesses, universities, and government entities.  

For Insurance: 

+ Audits, 

+ Claims, reporting & forecasting

+ Marketing contracts & coverage

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