SERVUS CAPITAL MANAGEMENT

Overview

Servus Capital Management is an independent registered investment adviser operating as a limited liability company that serves both individual and institutional clients. The firm offers financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its fee model is a mix of percentage-of-AUM, hourly charges and fixed fees, which allows flexibility for smaller relationships and project work in addition to asset-based advisory mandates. Investment activity is concentrated toward publicly traded equities; exchange-traded equities are the dominant vehicle across the client base. The firm does not position itself as an ESG investor. Servus supplements equity allocations with mutual funds and annuities when appropriate, and it draws on third-party managers for alternative exposures in real estate and commodities. Servus Capital Management was named a Top RIA Firm to Watch by investor.com in 2020.

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Location & Offices