Our focus is our clients

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.

Marc Shegoski has been recognized as an industry leader.

Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015
Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016
Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
Financial Times Top 400 Advisors, 2013
WealthManagement.com Top 100 Wirehouse Advisors, 2014

Investment Insights


Princeton Investment Consulting

100 Overlook Center
Suite 100
Princeton, NJ 08540

609-919-2330 fax

L. Marc Shegoski

Senior Vice President – Investments
Financial Advisor
Senior Institutional Consultant
Senior Retirement Plan Consultant
Senior Portfolio Manager
Craig M. Leiderman

Managing Director – Investments
David Sears, CFP®, CIMA®, CRPS®

Vice President – Wealth Management
Institutional Consultant, UBS Institutional Consulting
Senior Retirement Plan Consultant
Lisette Hernandez

Senior Client Service Associate
Jameson Graham

Investment Associate
Sandra Wagner

Client Service Associate
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