No two investors are alike—and your portfolio shouldn’t be either.
At Servus Capital Management (SCM), our Custom Investment Management approach blends your unique goals, values, and risk preferences with SCM’s proven, data-driven investment systems. Whether you rely on our models or bring your own strategy or Investment Policy Statement (IPS), we build a portfolio designed around you.
How It Works
Our DAA process is unemotional, repeatable, and data-driven.
Purpose & Risk Discovery
We begin by understanding your financial purpose, your goals, time horizon, and comfort with risk. We review or help create an IPS that defines clear, customized guidelines for allocation, performance objectives, and acceptable risk levels.
Integrating Models or Your Strategy
Choose from SCM’s quantitative strategies—Dynamic Asset Allocation (DAA) for adaptability, Quantitative Portfolio Model (QPM) for tactical precision, or Principal Protected Portfolio (PPP) for structured stability—or integrate your own investment framework under SCM’s fiduciary oversight.
Selecting Smart Investment Vehicles
We primarily use ETFs for efficiency and transparency but may include mutual funds or specialized strategies when they better fit your objectives.
Continuous Oversight
Your portfolio evolves with you. SCM’s QUAD Framework and Price–Volume–Volatility (PVV) analysis ensures allocations remain aligned with market conditions, your IPS, and your long-term goals.
Why It Works
Servus Capital Management builds portfolios around people—not templates—helping you invest with clarity, confidence, and purpose.
Fiduciary Foundation
Fully fiduciary-managed with a transparent process—so every recommendation serves your best interest.
Purpose Meets Precision
Combines SCM’s quantitative expertise with your personal goals and values for truly meaningful results.
Integrity-driven Selection
Uses ETFs and mutual funds based on suitability, not sales incentives or product pressure.
Aligned wealth, Lasting Peace
Designed to align your financial strategy with your faith, mission, and peace of mind.
Why Clients Choose Us for Custom Investment Management
Clients choose Servus Capital Management because we believe investing should reflect your life, not just your balance sheet. Our Custom Investment Management process combines financial science with personal stewardship—building strategies that are as unique as the people we serve.
Tailored for Your Goals
Every portfolio is personalized around your financial purpose, family priorities, and long-term mission.
Integrated Approach
We align your investment strategy with your overall financial plan—from retirement to estate and philanthropic goals.
Independent & Fiduciary
Transparent, fee-only advice with no commissions or product sales.
Purpose-Driven Perspective
We view financial planning as stewardship—helping you manage resources faithfully and intentionally.
Proactive Monitoring
Your portfolio is actively reviewed and adjusted as life and markets evolve.
At Servus, we don’t build portfolios to fit trends—we build them to fit people.
Invest Intentionally. Live Purposefully.
Your portfolio should do more than grow—it should reflect your values, your goals, and your purpose. Through Custom Investment Management, Servus Capital Management helps you align your financial strategy with what matters most—so you can live with focus, confidence, and direction.
