ADV and Privacy SCM 2022

Each year Servus Capital Management is required to submit the ADV to the regulators and make available to our clients.  If there are any material changes, we also send that to our clients. 

I have also included our Privacy Notice.

Often clients and those thinking about allowing me to serve them will want to view the a document that details how the firm works.  The ADV will Detail the fees, background, structure and many areas of the firm.

If you have any questions please feel free to contact me.

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