Conrad Siegel Investment Advisors Recognized as a Top Investment Firm in Central Pennsylvania
On: September 18, 2015 Filed Under: Member News
Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, is proud to announce that it has been recognized by the Central Penn Business Journal as the fourth largest Registered Investment Advisor firm in Central Pennsylvania. The list ranks top investment advisors by assets under management.
Conrad Siegel Investment Advisors currently manages over $3 billion in assets. The firm saw an increase of over six percent in assets from 2013 to 2014 and is the only firm established locally after 2000 to be included in the top five.
“This past year we have continued to see a steady amount of growth,” said Tara Mashack-Behney, President and Partner at Conrad Siegel Investment Advisors. “As the marketplace adapts to changing needs for individuals, employees, retirees and plan sponsors, we are focused on helping clients make better financial decisions to achieve their investment and retirement goals.”
Most recently, Conrad Siegel Investment Advisors launched Check Mate, an income planning solution designed to provide retirement plan participants with a steady flow of income throughout their lifetime. Through Check Mate, participants enrolled in Conrad Siegel Investment Advisor’s professionally managed portfolios and automatic risk reduction program may receive regular installment payments in retirement along with crucial spend down guidance.
An independent SEC-registered firm, Conrad Siegel Investment Advisors offers a full range of investment advisory services for retirement plan sponsors and individuals. To learn more about Conrad Siegel Investment Advisors, please visit www.conradsiegelinvestmentadvisors.com.
About Conrad Siegel Investment Advisors, Inc.
Conrad Siegel Investment Advisors, Inc. is a wholly owned subsidiary of Conrad Siegel Actuaries, one of the largest and most respected employee benefit firms in the mid-Atlantic region. Conrad Siegel Investment Advisors, Inc. provides independent investment advisory services to retirement plans and high net worth individuals. They are independent, therefore, allowing them to make recommendations in their clients’ best interests. For more information, please visit www.conradsiegelinvestmentadvisors.com.