Planning is the doorway to what's possible

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

Investment Insights


Princeton Investment Consulting

100 Overlook Center
Suite 100
Princeton, NJ 08540
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L. Marc Shegoski
Senior Vice President – Investments
Craig M. Leiderman
Managing Director – Investments
David Sears, CFP®, CIMA®, CRPS®
Vice President – Wealth Management
Institutional Consultant, UBS Institutional Consulting
Lisette Hernandez
Senior Client Service Associate
Jameson Graham
Investment Associate
Sandra Wagner
Client Service Associate
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