Investment/Portfolio Management
Disciplined Strategies. Purpose-Driven Guidance.
At Servus Capital Management, we believe your portfolio should be more than numbers on a screen—it should be a reflection of your values, your goals, and your greater purpose. That’s why our investment philosophy is rooted in stewardship, discipline, and a forward-looking view of risk and opportunity.
Rather than chasing fads or reacting emotionally to market shifts, we rely on research-driven frameworks that adapt to changing environments. Every portfolio we design is actively monitored and adjusted with one goal in mind: to support your family’s mission and help you live with freedom and confidence.
Our Portfolio Strategies
We offer four core strategies, each designed to meet different needs while aligning with your purpose:
QPM – Quantitative Portfolio Model
A proprietary, rules-based system that adapts dynamically to markets using data, not emotion.
DAA – Dynamic Asset Allocation
A flexible, risk-aware approach that rotates between asset classes based on economic cycles.
PPP – Principal Protected Portfolio
A capital-preservation strategy designed for retirees and risk-averse investors.
Custom Portfolios
Tailored around your values, tax strategy, and long-term goals—including faith-based or ESG preferences.
Each of these portfolios is actively managed, regularly reviewed, and always designed to reflect what matters most to you and your family.
How It Works
1. Discover Your Purpose & Goals
We start by listening to your story and clarifying your goals. Every plan begins with purpose—what truly matters to you and the life you want to build.
2. Design a Personalized Strategy
With your objectives in mind, we craft a tailored roadmap. This isn’t a one-size-fits-all approach—it’s a thoughtful strategy built around your values and financial vision.
3. Implement With Confidence
Once your plan is designed, we walk through it together to ensure clarity and confidence. We then help you put the strategy into action, supporting you every step of the way.
4. Review & Refine
Life changes, and your plan should adapt with it. Through regular reviews and ongoing guidance, we keep your strategy aligned with your goals, providing peace of mind in every season.
Portfolios That Reflect Your Mission
At Servus, we don’t just build portfolios—we actively monitor and adjust them with a forward-looking view of risk, opportunity, and purpose. Because your investments should do more than grow; they should reflect your mission, support your family, and serve your greater calling.
Why Choose Servus for Portfolio Management
Stewardship First
Investments are tools, not the goal. We align them with your greater purpose.
Proven Discipline
Over 20 years of guiding families with evidence-based strategies.
Actively Monitored
Portfolios evolve with changing risks and opportunities.
Independent & Fiduciary
Always in your best interest—never product-driven.
Personalized Integration
Your goals, values, and story shape every portfolio we build.
Invest With Purpose. Live With Confidence.
Your portfolio should support more than your financial goals—it should reflect your life’s mission. At Servus Capital Management, we bring together disciplined research, active monitoring, and a purpose-driven perspective to ensure your investments work for you and your family in every season.
