Servant Financial, Ltd.

Overview

Servant Financial, Ltd. is an SEC-registered advisory firm operating as an individual-owned corporation and positioned as an allocator to both public and private investment vehicles. The firm serves individual and family clients alongside institutional relationships, and provides a mix of portfolio management services — for individuals, pooled vehicles and institutions — plus selection of outside advisers and client education through publications and workshops. Its business model mixes traditional AUM-based advisory fees with hourly, fixed and performance-based fee arrangements. Investment activity shows a tilt toward managed public strategies (separately managed accounts and mutual funds) while maintaining meaningful access to third-party alternative managers. The firm is classified as an “Other Fund Provider” and acts as a capital allocator, placing client capital into external private equity, hedge funds, real estate and other alternative vehicles when appropriate. Servant Financial is not an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices