printPrint shareShare contactContact

UBS


A partnership to pursue what matters most


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

News


NorthShore Investment Consulting

600 Superior Ave East
27th Floor
Cleveland, OH 44114
216-736-2815
800-533-6386
855-357-0264 fax
contact us get directions


Patricia Kelley, CIMA®
Senior Vice President – Investments
Institutional Consultant, UBS Institutional Consulting
Joshua Basen
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
John McGinty
Senior Vice President – Wealth Management
Account Login
Remember me

First-Time User
Enroll Now
View Mailbox

Market Update

Cashin on the Markets
Top of the Morning Podcasts
2ddde