Servant Wealth Management, LLC

Servant Wealth Management (SWML) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. SWML creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. SWML generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities. SWML may use other securities as well to help diversify a portfolio when applicable.