A partnership to pursue what matters most

NorthShore Investment Consulting

The UBS Institutional Consulting Group offers a full range of institutional consulting services within UBS, including Asset Allocation Modeling, Investment Policy Planning Assistance, Performance Measurement, and Identification of Manager and Investment Strategies.

We offer hands-on guidance from an experienced, dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader on your behalf. We provide a sophisticated, custom advisory service platform, disciplined manager search and advanced technological support, delivered by someone who knows you.

With each of our clients, we hold ourselves to high standards of service. At the outset of our relationship, we will formally define and document our consulting role including the extent of our fiduciary responsibility with respect to our contracted services. Our services are designed to help support you in your fiduciary role.

Investment Insights


NorthShore Investment Consulting

2055 Crocker Road
Suite 201
Westlake, OH 44145

855-357-0264 fax

Patricia Kelley, CIMA®

Senior Vice President – Investments
Joshua Basen

Vice President – Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
John Mcginty

Senior Vice President – Wealth Management
Stacy Fussi

Client Service Associate
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