Conrad Siegel Investment Advisors Reaches $1 Billion in Assets Under Management

Harrisburg-based Firm Achieves An Industry Milestone After Substantial Growth in 2013

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Harrisburg-based Firm Achieves An Industry Milestone After Substantial Growth in 2013

Several factors have helped us reach this prestigious industry gold standard including our strong emphasis on building and maintaining trusted client relationships.

Harrisburg, PA (PRWEB) January 24, 2014

Conrad Siegel Investment Advisors, Inc, a wholly-owned subsidiary of Conrad Siegel Actuaries, announced today that it has surpassed the billion dollar mark in assets under management.    

Conrad Siegel Investment Advisors, founded 12 years ago achieved tremendous growth in 2013 and secured new 401k cases, defined benefit plans and accounts for high net worth individuals.

“We’ve grown with a clear focus towards providing value to our clients,” said Tara Mashack-Behney, Partner and President of Conrad Siegel Investment Advisors. “Several factors have helped us reach this prestigious industry gold standard including our strong emphasis on building and maintaining trusted client relationships.”

Conrad Siegel Investment Advisors offers a full array of independent investment services for 401(k) Plan Sponsors, corporate defined benefit plans, Pennsylvania municipal retirement plans, and high net worth individuals. Conrad Siegel Investment Advisors manages approximately 200 client relationships and employs 20 Investment Advisor Representatives.

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 Pennsylvania. Conrad Siegel Investment Advisors, Inc. provides independent investment advisory services to retirement plans and high net worth individuals. They have no ties to any financial institution and do not receive commissions, therefore, allowing them to make recommendations in their clients’ best interest. For more information, please visit http://www.conradsiegelinvestmentadvisors.com.


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