Servant Wealth Management, LLC

Servant Wealth Management, LLC provides ongoing portfolio management and investment advisory services to individuals, including high‑net‑worth clients, preparing an Investment Policy Statement for each engagement and managing portfolios that include mutual funds, equities, ETFs, fixed income, Treasury inflation‑protected securities, and non‑U.S. securities. The firm offers both discretionary and non‑discretionary management and documents client goals, tax considerations, and risk tolerance to guide investment decisions.

The firm’s investment approach draws on a broad set of analytical methods — charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory — and implements a long‑term trading strategy while emphasizing fiduciary duties and fair allocation of investment opportunities among accounts. SWML conducts at least monthly account reviews and requests discretionary authority to execute transactions in accordance with client IPSs.

What is distinctive about SWML is its concentrated scale: roughly $4.4 million in discretionary assets managed across a very small client roster, indicating a primary focus on high‑net‑worth relationships rather than a broad non‑HNW retail clientele. Operationally, the firm requires clients to custody assets with a single platform (Altruist Financial), discloses access to research or other broker/custodian benefits, and does not aggregate trades for multiple client accounts, which can affect execution and the allocation of soft‑dollar resources.