When our Portfolio Management service is not the best fit, we offer our Portfolio Advisor Service.  We work hand-in-hand with clients to provide investment advice on a non-discretionary basis, meaning we don’t make investment changes without talking to the client first.  In this service, we help clients by recommending investments, or investment managers, and then monitor those investments or managers for process and performance.  These portfolios follow the tried and true investment methodology of diversified asset allocation.  We divide assets into a series of unique asset classes, and then automatically rebalance the investments over time.