Firm Profile

Firm History

Semita Asset Management LLC is a Registered Investment Adviser (RIA) based in Houston, TX. We are an independent, employee-owned organization with a healthy blend of seasoned professionals who focus on traditional approaches, as well as up-and-coming, highly-talented younger professionals with a focus on evolving and creative solutions for meeting our clients’ needs. Founded in 2015, we provide a full range of investment management, wealth management, and financial planning services to high-income and high-net-worth individuals, couples, business owners, endowments, foundations, retirement plans, and trusts.

Our fees are based upon a percentage of assets that we are engaged to manage for our clients and / or a preapproved subscription fee for the development and completion of a client’s longer-term financial goal plan. Our fee structure facilitates transparency and objectivity to ensure we remain fully aligned with the individuals, families, and organizations that entrust their financial futures to us.

SĒmita

Latin Noun | se’.mi.ta | a narrow way, path, foot-path, lane, by-way
Matthew 7:13-14

“Enter by the narrow gate. For the gate is wide and the way is easy that leads to destruction, and those who enter by it are many. For the gate is narrow and the way is hard that leads to life, and those who find it are few.”

Firm Mission

Our mission is to share our education and experience through highly professional services, assisting our clients as they establish and achieve their personal and family financial goals and objectives. As we incorporate our longer-term worldview and investment philosophy, we humbly accept the fiduciary responsibility our clients entrust to us. Our goal is to have lasting relationships with clients who are good stewards with the assets they have been blessed to receive, who are content with their progress toward achievement of personal goals, and, who, as a result, are empowered to make a difference in the lives of others.

Firm Values

Stewardship

As trusted advisers for others’ financial affairs, we believe it is important for us to follow time-tested, foundational principles and scriptural instructions in guiding our clients on their journeys toward effective management of their financial affairs and investment accounts.

Contentment

We believe that combining financial advice on the basis of good stewardship with a well-designed longer-term plan for achievement of financial goals is the key to our clients living the lives they desire. With such a plan in place, and with periodic monitoring of their progress towards achievement of longer-term goals, we believe clients can more easily reach a higher level of satisfaction with their financial goals and the management of their assets.

Generosity

We believe that once clients have a higher degree of satisfaction in their financial futures, their readiness to give and their liberality in their giving will be amplified. We believe that we and our clients have been blessed so that we can be a blessing to others. We should give back to God who has been the generous Provider of everything we possess. We are committed to understanding every client’s financial journey. We are also committed to exploring both the possibilities of generosity that reflect our clients’ desires and to guiding them to the most tax-efficient means by which to express their generosity during their lifetime and / or through their estate plan.