INVESTMENT PROCESS
Capital Preservation

Risk-Based Asset Allocation

Core Index Strategy

Satellite Active Strategy


Servant Financial's primary investment objective is to preserve your capital and maintain the real value of your assets while growing your initial investment. Therefore, our investment strategy provides for broad diversification, low transaction costs, low portfolio turnover and tax efficiency.

We achieve these investment objectives through risk-based asset allocation and a core index strategy. Depending on your specific risk profile, account size and investment needs, this core strategy can be supplemented by various satellite strategies focused on active management using a value approach to individual security and fund selection.

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Did You Know?
ETFs provide a great combination of diversification, lower cost and performance.