Conrad Siegel Investment Advisors Recognized As a Top Asset Manager by the Central Penn Business Journal

Posted On On: February 6, 2017 Categories Filed Under: Member News

Conrad Siegel Investment Advisors Recognized As A Top Asset Manager by the Central Penn Business Journal 

Conrad Siegel Investment Advisors Named The Third Largest Central Pa. Wealth Manager Based on Assets Under Local Management

Harrisburg, PA – February 2, 2017 – Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, has been recognized as the third largest Central Pennsylvania asset manager by the Central Penn Business Journal.

The annual list ranks wealth managers based in Central Pa. by assets under local management. Currently, Conrad Siegel Investment Advisors has $3.92 billion in assets under management and continues to see significant growth with individual clients, employer-sponsored retirement plans and institutions of higher education. To keep pace with its growing client base and better serve clients across Pennsylvania and the Mid-Atlantic, the firm recently launched a satellite office in Lancaster, Pa.

“We are proud to again be recognized on the Central Penn’s asset manager list,” said Tara Mashack-Behney, President and Partner at Conrad Siegel Investment Advisors. “Our consultants are committed to providing strategic, individualized service to each of our clients, and proactively seek ways to advance our clients’ best interests. This level of service has resulted in our significant growth over the firm’s 15-year history.”

Central Penn Business Journal compiled the list based on information from individual companies and other research. The list was published in the Jan. 27 edition of the Central Penn Business Journal.

Conrad Siegel Investment Advisors was also recently recognized by Pensions & Investments, an international publication for financial managers and investors, as one of the top 100 largest investment  consulting firms worldwide.

To learn more about Conrad Siegel and its services, 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 and the recipient of the 2015 Best-in-Retirement-Business IMPACT Award by Charles Schwab & Co., Inc. 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 avoid many conflicts of interest and make recommendations in their clients’ best interests.  For more information, please visit www.conradsiegelinvestmentadvisors.com.

Conrad Siegel Actuaries and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Conrad Siegel Actuaries. No award or designation referenced herein is to be interpreted as an endorsement, testimonial, recommendation or referral with respect to any Conrad Siegel entity or its investment advisory services. The lists compiled by the Central Penn Business Journal and Pensions & Investments are based on self-reported data and no fee was paid for the inclusion or consideration of Conrad Siegel Investment Advisors, Inc.

Media Contact:

Amanda Ratner

Abel Communications for Conrad Siegel Actuaries

Phone: 443-869-2197 ext. 144

amanda@abelcommunications.net

 

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