Unconventional Success by David Swensen
Don't want to plug my boss's book, because it's a horrendously painful read (also it's not out yet). I read a proof and it was fairly smart though. Maybe worth a borrow from the library and a quick skim.
No offense to A_PLUS, but I have negative trust of wealth management people. In this case there's not much moral hazard/incentive problems, but frankly I'm less than impressed with the level of knowledge from private bankers.
Best of luck getting these folks to invest well A_PLUS. I can only imagine how painful the discipline of asset allocation is going to be to a bunch of people who can't even allocate their time evenly between SNGs and school.