Giving back is important to us, which is why we have dedicated our business to helping non-profits achieve their goals. Servus’s founder, Allan Malina, has an extensive understanding of the non-profit sector, and he understands how important it is for investments to be wise and strategic. At Servus, our focus is to lighten your load, and help maximize your resources without increasing expenditures. Our goal is to be more than just a service provider; we want to be your ally and your partner.
We work with various departments to design and implement policies to help your organization manage its resources. Whether you need us to work with your organization, regulating bodies, or other advisors, we will make sure that your resources are managed wisely.
Investment and trust management
Investment management is a very dynamic process and there are many different types. SCM has a process which determines the client’s goals, the amount of risk they want and need, as well as determines the appropriate investment vehicles the client is comfortable with.
Once these areas are determined SCM then uses a strategic and tactical approach to portfolio management. We believe if we determine where the macro economy is heading; we can analyze the best areas of investment in the current economic environment and examine the fundamentals of the best available asset classes in which to be invested. At this point, SCM uses a technical analysis overlay to help determine the best entry point according to price movement. Our focus of prudent investment management is meant to maximize the return and minimize losses within the particular investment policy.
We also realize that many times a non-profit institution is made the beneficiary but also the trustee of various trusts. Because of the complexity and desire to shift some of the financial advisory and fiduciary duties, we are chosen to work alongside the non-profit. We take what the non-profit instructs us and design ways to implement the strategic plans to meet the needs of the client as well as the donor.
Working with donors
Many times non-profits do not have sophisticated planned giving or estate planning departments within their organization. Since the founder of SCM worked in a highly sophisticated estate planning department of one of the largest private Universities in America, SCM can assist non-profits in helping the donor achieve the desired gift. As we work with our non-profit clients we will not solicit any donor to be our client, our focus is to help the non-profit serve their donors.