Servus Capital Management

Servus Capital Management, LLC is a Virginia-based investment adviser firm established in 2009 by President Allan K. Malina. The firm specializes in financial planning and portfolio management services, offering a holistic approach to help clients meet their financial goals in areas such as retirement, education, estate, and insurance planning. Servus Capital Management uses a three-pronged approach to manage client portfolios, focusing on determining risk tolerance, asset allocation, and price overlay strategies. The firm offers an Asset Parking Service for clients who manage their investments but seek local advisor support. Additionally, Servus Capital Management utilizes Quantitative Portfolio Management (QPM) to determine when to follow trends of various asset classes using ETFs. The QPM aims to have a positive return in both rising and falling markets while controlling risk. Clients have the ability to place reasonable restrictions on investments and limitations on discretionary power granted to the firm. Servus Capital Management charges asset-based fees for its services, with different fee structures based on the platform chosen by clients. The firm does not charge performance-based fees or receive compensation for client referrals. Allan K. Malina, the President, has a background in financial advising and has been with the firm since its inception. SCM does not vote on client securities proxies and does not accept authority to vote on behalf of clients. The firm has no financial commitments impairing its ability to meet client commitments and has no material disciplinary disclosures for its management persons.