Our Investment Philosophy

SENB Wealth Management’s Investment philosophy is about

providing a successful investment experience.


That means more than considering investment returns. It means offering peace of mind knowing that a transparent approach backed by decades of research is powering every decision.


1. Belief in the Power of  Markets

A line graph of monthly growth of one dollar from 1926-2016

 2. Research

Investment philosophy Venn diagram including market, implementation, portfolio structure, and research


SENB Wealth Management’s investment philosophy meet your goals with evidence-based, tax-efficient and cost-conscious investing for the long term. Our approach is grounded in economic theory and backed by decades of empirical research.



3. Focus On What Matters

Advance with science. Let markets work for you. Consider expenses and turnover. Diversify. Stay disciplined.

Reducing Expenses

Globally Diversified Portfolios

Minimized Taxes

Being Disciplined




Our Guiding Principles of

Pursuing a Better Investment Experience


Start a New and Lasting Partnership Today

To get started, stop in or call our financial professionals today at (309) 743-1202.

PLEASE NOTE: Investment products provided by SENB Wealth Management are not FDIC insured are not obligations of, deposits of, or guaranteed by any financial institution involve investment risk, including the possible loss of principal amount invested, are not insured by any federal government agency.

In observance of President's Day, all Banking Centers will be closed Monday, February 18, 2019.