Investment Advisory Services -- Our clients typically have a number of money managers, stockbrokers, and mutual funds, and often come to us without an overall strategy for their investments. We help them develop an investment policy statement -- discussing in detail their risk tolerance and return requirements to reach their goals. We believe that asset allocation among a wide variety of asset classes is the most important foundation for investment success. Once a basic game plan is in place, the regular monitoring of the performance of investments and asset allocation begins. We also assist our clients with money manager or mutual fund selection. We are not money managers, but serve as objective advisors for our clients, often taking on the role of coordinator of their various investment advisors.