SERVATUS CAPITAL

Overview

Servatus Capital is an independent SEC-registered registered investment adviser formed as an LLC and operating as a fee-based wealth manager that serves individuals, families and institutions. The firm focuses on traditional financial planning and discretionary portfolio management across personal and small-business relationships, and it also provides portfolio management for businesses or institutional clients and pension consulting services. Fee arrangements mix percentage-of-AUM pricing with fixed-fee engagements. Investment activity is centered on public funds and mutual funds as the primary vehicle for client portfolios, supplemented with allocations to third-party alternative managers when appropriate. The firm is not positioned as a capital allocator; instead it uses outside managers to access private equity, hedge funds, real estate and other alternative strategies. Servatus Capital does not identify itself as an active ESG investor in its filing. Servatus Capital uses Charles Schwab & Co., Inc. as its custodian, which gives it access to broad public markets and third-party fund platforms that it leverages to construct both diversified mutual-fund-based portfolios and alternative exposure via external fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices