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 discretionary and non-discretionary portfolio management to individuals, high-net-worth investors, corporations, retirement plans and charitable organizations. The firm reports roughly 210 client relationships and also offers retirement-plan management and pension consulting in addition to individual wealth management. The firm’s investment process begins with an investment policy statement to establish risk tolerance and asset allocation, then uses a price-overlay discipline for entry timing. It operates a proprietary Quantitative Portfolio Management (QPM) system that recalculates intraday to generate long and short ETF exposures (clients may elect leveraged or inverse ETFs) and also offers an Asset Parking service for legacy or client-controlled holdings and power-of-attorney arrangements. What is distinctive about the firm is its unusually large client roster for a peer in this category, which the brochure links to a scalable, rules-based approach and use of custodian technology; the firm also serves charitable organizations, pension/profit-sharing plans and other institutional clients, services that are less common among similar independent advisers. The brochure notes the QPM platform carries higher-than-average fees and discloses a resolved client dispute alleging suitability of a strategy that settled for $70,000.

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
Allan Malina	Lynchburg, VA	23

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