Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been recognized by both Financial Advisor Magazine and Pensions & Investments for their growth in assets under management (AUM).
In the June issue of Pensions & Investments, Conrad Siegel ranked 39th on the list of largest managers of outsourced assets with over $5.1 billion in AUM. The list ranks firms worldwide by outsourced AUM with full/partial discretion as of March 31.
In Financial Advisor Magazine (FA), Conrad Siegel was once again recognized for their continued success in the publication’s annual ranking of Registered Investment Advisors (RIAs). Of more than 650 firms that participated in the survey, Conrad Siegel ranked 50th in AUM. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end.
In addition to their recognition for overall assets, Conrad Siegel was also highlighted for their growth. In FA’s annual report on the 50 Fastest Growing Firms, Conrad Siegel was ranked 40th based on % growth in assets from 2017 – 2018.
“This recognition is a testament to our team and our clients who place their trust in us every day,” said Tara Mashack-Behney, Partner & President of Investment Advisory Services. “Behind the success is a team that genuinely works to exceed our clients’ expectations. We truly value our client relationships and believe that it will be those partnerships that continue to fuel our growth.”
2019 marks another year of recognized growth for Conrad Siegel’s investment team as the firm continues to be highlighted on both the local and national scale. The firm’s growth is rooted in their service model, providing fiduciary oversight and a wide range of investment advisory services for employer-sponsored retirement plans and individual wealth management.
Rankings are based on survey data submitted by individual companies.
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. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration of an investment adviser does not imply any level of skill or training. 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 advisers 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. These awards/ranking are not to be construed as a testimonial or endorsement concerning CSIA or its advisory services. The criteria for these awards can be found at https://conradsiegel.com/csia-disclosure/.