A complete list of active advisors currently associated with Servus Capital Management
Warmer can help you find a great advisor at Servus Capital Management or one who fits your needs even better.
Servus Capital Management provides financial planning and portfolio management primarily for individual clients and also accepts non-profit, corporate, and retirement-plan clients. Its service set includes customized financial planning, retirement plan management and pension consulting, discretionary ETF-based portfolio management, and an “asset parking” platform for legacy holdings or accounts controlled by a power of attorney. The firm uses an IPS-driven process to align asset allocation with client risk tolerance and goals, generally implementing recommendations almost exclusively with exchange-traded funds. It operates a proprietary Quantitative Portfolio Management (QPM) system — a rules‑based, trend‑following algorithm that produces intraday triggers to take long or short ETF positions — and will accommodate values‑based investment restrictions when requested. Compared with many independent peers, Servus stands out for managing a relatively large client base per advisor while also serving charitable organizations and institutional/pension clients and offering pension consulting and retirement-plan services. Its operational profile includes the labor‑intensive, higher‑maintenance QPM strategy, the asset‑parking service for POA/legacy situations, near‑exclusive ETF implementation, and disclosed contingency planning to address key‑person risk and planned staff additions.
To learn more about the advisors currently working at Servus Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lynchburg, VA
| 23
|
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