Harrisburg, PA – August 7, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms.
The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 700 firms that participated in the survey, Conrad Siegel ranked 70th with $4.2 billion in AUM.
Conrad Siegel has since surpassed the industry milestone of $5 billion in AUM and continues to see rapid growth as a result of the firm’s results-driven strategy, trusted advisors and award-winning programs. The firm has become a consistent name on the annual list, regularly ranked among the top companies.
“Our growth and success over the last fifteen-plus years is largely attributed to our clients and the genuine partnerships we’ve formed with them,” says Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel. “As a firm, we are not only committed to delivering great results for our clients – we are committed to educating and empowering them to understand the questions they should be asking, own their decisions and take control of their financial future.”
Conrad Siegel provides fiduciary oversight and a wide range of investment advisory services for employer-sponsored retirement plans and individual wealth management.
The firm has received local and national recognition for its strategic, educational approach. Most recently, the firm’s Your Retirement Bridge program was honored at the 2018 Pensions & Investments Eddy Awards. The online tool provides defined contribution plan participants with an easy way to track the status of their retirement savings and identify clear next steps to reach their goals.
The RIA ranking was based on survey data submitted by individual companies and published in the July edition of Financial Advisor Magazine.
For more information on Conrad Siegel’s investment advisory services, visit www.conradsiegel.com.
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. Registration of an Investment Advisor does not imply any level of skill or training. 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.