Conrad Siegel Investment Advisors Named to CPBJ’s Top Registered Investment Advisers List

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Harrisburg-based RIA Firm Recognized as 4th Largest in Central Pa. By Assets Under Management

Harrisburg-based RIA Firm Recognized as 4th Largest in Central Pa. By Assets Under Management

Our unwavering spot on the Central Penn’s list and our continued growth is a testament to our culture of service. As fiduciaries, our team of advisors strives to do what is in our clients’ best interests.

Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, is proud to announce that it has been named to the Central Penn Business Journal’s Registered Investment Advisers list as the fourth largest advisory firm in Central Pennsylvania.

The annual Central Penn Business Journal list ranks firms located in Adams, Cumberland, Dauphin, Franklin, Lancaster, Lebanon, Perry and York counties by assets under management.

Based in Susquehanna Township, Conrad Siegel Investment Advisors currently manages $3.67 billion in assets, which is an approximately 20 percent increase in assets compared to 2015. It is one of just four firms to manage over $1 billion assets on the Central Penn Business Journal list.

Conrad Siegel Investment Advisors has been included in the top five firms for the past five years and remains the youngest firm in the top five. The firm provides independent investment consulting services to 401(k) and defined benefit plans, colleges and universities and high net worth individuals.

“We’re proud to be recognized locally as one of the largest RIA firms,” said Tara Mashack-Behney, President and Partner with Conrad Siegel Investment Advisors. “Our unwavering spot on the Central Penn’s list and our continued growth is a testament to our culture of service. As fiduciaries, our team of advisors strives to do what is in our clients’ best interests.”

To learn more about Conrad Siegel Investment Advisors, please visit http://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 of any financial institution and do not receive commissions, therefore, allowing them to make recommendations in their clients’ best interests. For more information, please visit http://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. The Best-in-Retirement Business IMPACT Award™, part of Schwab’s IMPACT Awards® program, is not an endorsement, testimonial endorsement, recommendation or referral to Conrad Siegel Actuaries with respect to its investment advisory and other services.

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Amanda Ratner
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