Found Aegean Wealth Management by accident. Got great advice. The relationship manager recommended gold as a large part of my portfolio and also recommended that I keep at the most 50% of my wealth in the public markets to be invested in globally diversified funds. The manager also made a good recommendation for a private bank for my cash. I think this was the most conservative and honest financial advice that I ever had or read about. Here is the website. http://www.aegeanwealth.com