Semita Asset Management
Financial Services - Houston, TX, US
Semita Asset Management Employees
Semita Asset Management Senior Management
Semita Asset Management Details
Founded in 2015, Semita Asset Management is an independent fee-only wealth management firm based in Houston, TX. As a registered investment adviser, the firm provides financial strategies based upon biblical principles. The team at Semita seeks to help clients invest with confidence and plan for their futures so that they become the content and generous stewards they are called to be. Clients who engage with the team at Semita plan and invest confidently by developing a financial plan, engaging Semita to manage their investments, and depending upon Semita to help them navigate market cycles. Many people are overwhelmed about their finances and the complexities of the financial services industry. They do not know where to start or who to trust. Semita Asset Management helps people understand the financial markets, educating them about the various options available to them as they seek to develop and execute a thoughtful financial plan. With years of education, professionalism, and experience, the team members at Semita are well-qualified to serve as client guides. Clients benefit from the wide range of services that Semita has to offer, including:• Financial, retirement, education, Social Security, insurance strategy, employee benefit, and estate planning• Investment management solutions and strategies• Philanthropic counsel and strategies• Coordination with client's other professional counsel and advisers [e.g., attorneys, tax advisers, etc.]• Institutional client services* As of 3/8/18 and subject to change.--Investment management accounts and services offered by Semita Asset Management are not insured by the FDIC or any other federal government agency. They are not deposits or other obligations of, nor guaranteed by Semita Asset Management and are subject to investment risk, including possible loss of the principal amount invested.
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