Proactive Investment Management in Lynchburg


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Our focus is to wisely manage your family’s financial resources by approaching investing with a holistic approach. This approach starts with developing a goal-driven financial roadmap. Every family and client has different goals, risk tolerance and preferred investment vehicles. Using those preferences, our clients determine the depth and breadth of how much we manage. Some families, for example, use Servus to manage investments, whereas others rely on Servus for budgeting, finding the right insurance policies, building a home, or helping to mitigate risk and accumulate wealth in other ways. Our goal is to help you succeed.

Monitoring Your Progress is KEY

Proactive Investment Management according to the economy and inflation, not a static pie chart

Monitor your progress and see how where you are in regard to your goals

Available to meet whenever at your schedule

See if any changes to goals or needs

Our custom-tailored investment portfolios are designed with your family’s unique goals in mind. We walk into our initial consultation with a blank sheet of paper, and, together, build a roadmap to success that you are comfortable with.

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About Servus

Founded by Allan Malina in 2009, Servus Capital Management (SCM) is a Registered Investment Advisory (RIA) firm in the state of Virginia. Servus serves families, businesses and non-profits throughout the United States. Servus, pronounced “ser-woos”, is a Latin word that means “servant”. As such, our main focus and primary objective is to serve our clients. We want to help you manage your investments and design customized financial plans that meet your unique goals – not ours. Unlike capital management firms that deal with one sole broker, SCM is not affiliated with a particular broker. This flexibility ensures that our goals are aligned with yours every step of the way.

© Copyright 2022 Servus Managment. All Rights Reserved.

Phone Number: 434-316-0246