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A Behavioral Approach to Investing

Using Scientifically Engineered Models

SEM's Dynamic Portfolios

This year Strategic Equity Management announced the launch of some innovative portfolios that combine my experience in managing money the past 18 years, SEM’s engineering background, and some of the things I learned while obtaining my CFA charter.  Check out this series of videos to learn why we decided to launch them, how they are designed, how they work with our other investment programs, and most importantly how to scientifically structure an investment portfolio.

For more information on our Dynamic Aggressive Growth (DAG) program, check out our Program Report.

Dynamic Portfolios - An Introduction

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Dynamic Portfolios - how they work

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Dynamic Portfolios - how to use the Dynamic Portfolios

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Scientific Portfolio Allocation - becoming a valued expert

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New Kent, VA
Jeff joined SEM in October 1998. Outside of SEM, Jeff is part of the worship team at LifePointe Community Church where he plays the keyboard and bass guitar. He also leads a small group Bible study.