SEM assists both clients and advisors in aligning their finances and investments with their values.
People matter
We want to make a positive impact on all of our stakeholders – our clients, our advisors, our vendors, our employees, and our community.
Outreach & education are important
Being a good steward is important to us. We strive to take care of those we come in contact with. Learn more about our community outreach here.
God is #1
We believe there shouldn't be any separation between our spiritual life and business life, which is why we started The Cornerstone Portfolios -- our Biblically Responsible Investments.
Commitment to excellence / continuous improvement
There will never be a perfect solution; we will always strive to continue to invest in technology, research & development, systems, and people.