The Smooth Road to Lifelong Investing through Capital Appreciation with Risk Management

Many roads will take you to financial security and the accumulation of wealth.  But before you set off, it is crucial to understand the road conditions and know whether you have what it takes to complete the journey.

Strategic Equity Management was founded on the belief that lifelong investing requires an investment strategy that smoothes the roadway by anticipating the potential for severe losses from bear markets. This strategy strives to preserve capital during market declines while capturing gains during bull markets.

Investing in the stock market can be a bumpy road.  While stocks have historically outperformed most investment categories over the long term, this growth has been repeatedly interrupted by bear market declines.  Each of these downturns has erased 20% or more from the major market indices.  From 2000 to 2002, the Nasdaq Composite index declined more than 75% from its prior high.  Losses like these can cause some long detours in your retirement plans.

Bear markets often end after a majority of investors become disillusioned with stocks, leaving the market at its low point.  The road became too rough, the losses too great to tolerate.

Our goal is to dynamically position our clients’ assets in investments with the potential for superior returns, given current market conditions, and quickly shift to defensive positions when the market’s trend turns downward.  By doing so, we strive to match or exceed the performance of each program’s benchmark index while significantly reducing the potential for losses in client's portfolios.

By smoothing the market’s path, we provide investors with strategies they can comfortably pursue for a lifetime.

SEM's Investment Team

Rick Gage, Jeff Hybiak, and Steve Goad