INVESTMENT CONSULTING SERVICES PROVIDED TO HIGH NET WORTH INDIVIDUALS, FAMILIES, TRUSTS AND FOUNDATIONS, AS WELL AS ENDOWMENTS, RETIREMENT PLANS AND OTHER TAXABLE AND TAX-EXEMPT ORGANIZATIONS; NAMELY EVALUATION OF THE CLIENT'S CURRENT INVESTMENT PORTFOLIO AND INVESTMENT OBJECTIVES AND GOALS, DEVELOPMENT OF AN INVESTMENT POLICY STATEMENT THAT FITS THE CLIENT'S PARTICULAR SITUATION, PREPARATION OF AN ASSET ALLOCATION PLAN, SEARCH FOR PRIVATE MANAGERS TO EXECUTE THE ASSET ALLOCATION PLAN AND/OR ONGOING CUSTOMIZED PORTFOLIO AND MANAGER MONITORING AND ANALYSIS

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