Paul Sebetic

About Paul Sebetic

I am proud to announce the founding of Sebetic Advisors, LLC. After a 33-year financial career, I concluded Wall Street firms do a much better job making money for themselves than they do for their clients. Through comprehensive research and analysis, I have developed a retirement investment strategy: Dividend Growth Portfolios for Retirement Investors. I believe this strategy is substantially superior to other firm’s offerings and have invested the vast majority of my personal net worth in it. Through Sebetic Advisors, clients have the opportunity to invest in the same portfolio I do. My personal investment demonstrates my complete conviction in the strategy and, even more importantly, ensures my interests are aligned with my clients. In short, Sebetic Advisors is a very different investment firm.

Experience

1. Founder

   Sebetic Advisors, Llc

   Sep 2019 — Present · East Williston, NY, US

   Sebetic Advisors offers only one product, Dividend Growth Portfolios for Retirement Investors. Highlights include:A long term buy and hold strategy of high quality, dividend paying stocksSpecifically designed for retirement investing – pays a monthly distribution in the first year aggregating to 4% of the opening investment balance and targets annual increases thereafter equal to inflation (can be re-invested if the client desires)A highly diversified portfolio – target 100 plus positions, diversified by sector, industry, country, company size and styleInvest in companies that have- Strong histories of profitability and growth with good prospects for the same going forward- Very healthy balance sheets – low levels of net debt or net cash- A valuation level consistent with strong future long-term returnsDeep fundamental analysis performed on each investment as well as the calculation of estimated fair value and expected return over a 10-year holding periodEquity investing is tax efficient – long term holding periods defer recognizing gains / paying taxes and long-term capital gains and dividend income are taxed at a lower rateLow fee of.5% per year, and for qualified investors, an even lower base fee of.1% per year coupled with an annual performance fee of 1/3 of the excess return over the S&P 500Designed to protect against the most important risks facing retirement investors- Failure to fund distributions for living expenses- Failure to keep up with inflation- A permanent loss of capital

Education

• Fairfield University

  BS, Finance

  1983 — 1986

• New York University, Stern School of Business

  MBA, Finance and International Business

  1995

Skills

• Accounting
• Fund of Funds
• Finance
• Capital Markets
• Valuation
• Equities
• Financial Reporting
• Mutual Funds
• Private Equity
• Financial Analysis
• Alternative Investments
• Investment Management
• Financial Services
• Risk Management
• Hedge Funds
• Investments
• Asset Management
• Strategic Planning