Conrad Siegel Investment Advisors, Inc., is a wholly owned subsidiary of Conrad Siegel Actuaries. We are an SEC-registered investment advisory firm independent of any financial institution. As independent investment advisors we strive to provide our clients with advice that is in their best interests. We have been providing investment advisory services since 2002 and have over $3.8 billion in assets under management. Conrad Siegel Investment Advisors, Inc. offers a full array of independent investment advisory services for retirement plans and wealth-management services for individual investors.
*The Central Penn Business Journal's list of largest registered investment advisory firms, based on assets under management, was limited to firms in or near Adams, Cumberland, Dauphin, Lancaster, Lebanon, Perry or York counties in Pennsylvania. The list was comprised of information acquired from each individual firm, the U.S. Securities and Exchange Commission, the Pennsylvania Securities Commission and other Business Journal research
At the core of our investment philosophy is a well-diversified, low-cost style of investment management that has led us to become the 4th largest registered investment advisory firm*, in 2016, as recognized by the Central Penn Business Journal.
Our goal is to break down and analyze highly complex situations and strategies, and communicate these issues in a clear and concise way - all designed to help our clients make informed and prudent decisions.