Who We Are
Servant Capital Advisors, LLC (“SCA”) is a fee-only, independent, registered investment adviser based in Carmel, Indiana. We provide investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth.
Servant Capital, LLC is a family office based in Carmel, Indiana. We make direct investments in small and medium-sized businesses, real estate and other ventures. Our mission is to provide long-term capital and institutional investment expertise to partner with exceptional owners and operators to create value. Our goal is to maximize our funds available to engage in philanthropy through impactful charitable contributions.
How We Are Different
We believe in the value investing approach introduced by Benjamin Graham and espoused by Warren Buffett, Seth Klarman and many others. We have a long-term investment horizon and a patient approach to investing with a margin of safety. We are focused on minimizing fees and taxes and maximizing long-term capital appreciation. We feel it is important that our clients share our investment philosophy.
We enjoy teaching clients everything we have learned about investing. Our founder has 12 years of institutional private equity and hedge fund direct investing experience which brings a unique perspective to the family wealth management and individual investment advisory business. We apply institutional investment expertise and insights to your portfolio.
We offer customized wealth management and personalized investment advice for a low, flat fee that is based on our cost to provide this service to you. In return, we ask all clients to pledge that once they meet their net worth goal (i.e., saving for retirement and children) they will donate 10% of all profits each year to charities of their choosing. We believe this will allow us, through our wealth management and investment advisory services, to indirectly create a far greater philanthropic impact than we could ever hope to accomplish on our own.