Dynamic Asset Allocation (DAA)

Adaptive Investing for Changing Markets

Most portfolios are built once and left alone, even as the economy changes—and that’s where many investors get hurt. Traditional “set-it-and-forget-it” approaches can ride bull markets up but offer little defense when conditions turn.


At Servus Capital Management (SCM), our Dynamic Asset Allocation (DAA) strategy is designed to adapt. It combines economic awareness, quantitative precision, and fiduciary discipline—helping your portfolio move with the market’s reality, not its emotions.

Two people reviewing financial data on a laptop, using a calculator, and pointing at charts.

How It Works

Our DAA process is unemotional, repeatable, and data-driven.


Economic Awareness (QUAD Framework)

We identify whether the economy is accelerating or slowing based on growth and inflation. In strong environments (Quad 1 or 2), equity exposure increases; in slowdowns (Quad 4), we reduce risk and move toward defensive assets.

Trend Confirmation (PVV Model)

We monitor Price, Volume, and Volatility to confirm market strength or detect early warning signals.

Quantitative Signal Process

Every trade follows a multi-factor checklist to ensure decisions are objective and disciplined—not emotional.


Each client also defines two target portfolios—a “Good-Economy” portfolio (higher equity) and a “Bad-Economy” portfolio (lower equity). As market conditions evolve, DAA automatically shifts between them to align with your goals and risk profile.

Why It Works

Servus Capital Management helps you stay invested with confidence—combining quantitative precision with purpose-driven financial guidance.

  • Proactive, Not Reactive

    Adjusts before the market turns—so your portfolio stays ahead of changes, not behind them.

  • Data-driven Decisions

    Built on real-time economic and market data to ensure timely adjustments.

  • Strategic Fund Selection

    Primarily uses Exchange Traded Funds (ETFs) for liquidity and diversification, with mutual funds added when appropriate.

  • Aligned incentives

    Transparent, level, asset-based fee structure—so your advisor’s success depends on yours.

Person in a gray suit handing papers to another person at a table, documents scattered on the table.

Why Choose Servus for Dynamic Asset Allocation

Clients choose Servus Capital Management because we bring both structure and stewardship to every portfolio. Our Dynamic Asset Allocation approach blends the science of disciplined investing with the heart of purpose-driven guidance.

Faith-Informed, Client-Focused

Stewardship and purpose guide every investment decision.

20+ Years of Experience

A history of disciplined, research-backed investing across all market cycles.

Quantitative Precision, Human Insight

Data leads the process; empathy guides the relationship.

Comprehensive Integration

DAA works seamlessly with your retirement, estate, and philanthropic plans.

Adapt With Confidence. Invest With Purpose.

Markets will always change—your plan should be ready to change with them. With Dynamic Asset Allocation, Servus Capital Management helps you manage risk, capture opportunity, and stay focused on what matters most: your purpose, your family, and your future.