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Conrad Siegel: Achieves $5 Billion in Assets Under Management

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June 05, 2018
Through Investment Plan & Client Growth, Central Pa. Firm Surpasses Industry Milestone
 
Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has surpassed $5 billion in assets under management.
 
The investment advisory line of business at Conrad Siegel was founded in 2002 and continues to gain momentum by providing transparent, objective advice that puts clients first. In the past year alone, Conrad Siegel gained over one billion in assets under management, which can be attributed to a mix of growth in current accounts and growth in clients.  
 
“Organizations and individuals alike rely on our team of credentialed professionals to take a holistic look at their investment strategy. Our research-based approach minimizes risk, providing clients with an effective strategy for long-term growth,” says Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel. “Our independence from any financial institution truly allows our team to provide financial advice without the conflicts facing other proprietary investment providers.”
 
In its investment advisory line of business, Conrad Siegel provides fiduciary oversight and offers a full range of services for 401(k) and defined contribution plans, defined benefit plans, foundations and endowments, and individual investors.
 
Conrad Siegel has received recognition at the local and national level for the its growth and approach. The firm was recently honored at the Pensions & Investments Eddy Awards for its Your Retirement Bridge program, an online tracking tool that provides plan participants with an easy, accessible way to view the status of their retirement savings and identify clear next steps to reach their retirement goals. At the local level, Conrad Siegel was named to the Central Penn Business Journal’s annual assets under management list. The list is determined by self-reported assets under management for Central Pa. firms. Conrad Siegel ranked in the top three firms with $5.1 billion in assets under management.
 
For more information on Conrad Siegel’s investment services, please visit https://conradsiegel.com/investment/.
 


About Conrad Siegel
Conrad Siegel is an employee benefit and investment advisory firm headquartered in Harrisburg, Pa. that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers independent, fee-based services backed by careful attention to detail.  Its investment advisors are independent of any financial institution and do not receive commissions, positioning them to make recommendations in their clients’ best interests.  Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs.  For more information, please visit https://www.conradsiegel.com/.
 
 
Investment Advisory Disclosure
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients.  Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results.  CSIA and its representatives are in compliance with the current notice filing registration requirements imposed upon investment advisors by those states in which CSIA maintains clients.  CSIA may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.  Any subsequent, direct communication by CSIA with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state that the client resides. 
 
Media Contact:

Lorianne Walker
Abel Communications for Conrad Siegel
Phone: (443) 961-2643
lwalker@abelcommunications.com