Quantitative Portfolio Model (QPM)
Systematic Investing for All Market Environments
Why Quantitative Portfolio Model Matters
Most investors react emotionally to market swings—buying too late, selling too early, or missing opportunities entirely. That emotional cycle can destroy long-term returns.
At Servus Capital Management (SCM), our Quantitative Portfolio Model (QPM) replaces emotion with discipline. Built to perform in both rising and falling markets, QPM is a systematic, data-driven process that combines macroeconomic insight with precise, rule-based execution.
Every trade—buy or sell—is guided by a robust, multi-factor signal process, ensuring decisions are based on verified data, not market noise.
How It Works
Our DAA process is unemotional, repeatable, and data-driven.
Economic Context (QUAD Framework)
We identify the prevailing economic regime—growth accelerating or slowing, inflation rising or falling—to determine which assets should lead or lag.
Trend Confirmation (Price–Volume–Volatility)
Within that framework, we use our proprietary PVV model to confirm the strength and sustainability of market trends.
Rules-Based Execution
Every portfolio shift follows a multi-factor confirmation process, making QPM unemotional, repeatable, and responsive to real market data.
This quantitative discipline allows portfolios to adapt dynamically to changing conditions—capturing upside while protecting downside risk.
Why It Works
Servus Capital Management helps investors stay confident through uncertainty—combining data, discipline, and purpose to deliver consistency across every market cycle.
Consistent Performance Focus
Designed to perform in any market environment—so your strategy remains steady through volatility.
Data Over Emotion
Quantitative, unemotional discipline eliminates guesswork and keeps decisions objective.
Efficient Diversification
Exclusively uses Exchange Traded Funds (ETFs) for both diversification and cost efficiency.
Aligned Fiduciary Management
Managed with fiduciary oversight and a transparent, level, asset-based fee structure—your success is always the priority.
Why Choose Servus for Quantitative Portfolio Management
Clients choose Servus Capital Management because we bring both precision and purpose to portfolio management. Our Quantitative Portfolio Model is more than numbers—it’s a way to help you invest with conviction, not emotion
Faith-Informed, Purpose-Driven
Every portfolio reflects stewardship, not speculation.
20+ Years of Experience
Proven consistency across changing economic and market cycles.
Data Meets Human Insight
Advanced research paired with a personal understanding of your goals.
Fiduciary Standard
Transparent fees, client-first service, and no product incentives.
Invest With Structure. Stay Grounded in Purpose.
The market may be unpredictable, but your plan doesn’t have to be. With our Quantitative Portfolio Model, we bring data, discipline, and purpose together to help you navigate change with confidence—building a portfolio designed not just for performance, but for preparation and peace.
