Investment Advisory

An investment partner for your organization

Since 2002, Conrad Siegel has been providing independent investment advisory and management services to organizations including defined contribution and defined benefit plan sponsors and foundations and endowments.  With over $5 billion in assets under management, Conrad Siegel offers a customized package of services to meet your needs and objectives. Our clients tell us that our greatest strength is simplifying the complex.

 

Fiduciary Oversight

Conrad Siegel provides investment advisory and management services, or we can work with current providers to offer the second-set-of-eyes review and will customize a menu of services to meet your needs.

401k Investments

We partner with you to offer a sophisticated yet uncomplicated approach designed to be simple and effective for your participants, sharing the fiduciary responsibility with you.

Defined Benefit Investments

Our services range from oversight to investment management with benefit payment services. We’ll team up with you to provide customized solutions including liability driven investing and glide path recommendations.

Foundations & Endowments

We’ll work with you to responsibly manage your assets to meet critical obligations, spending goals, and grow assets into perpetuity. You can expect a true partner along the way.

Ask us a question! Our firm was built on simplifying the complex.

Our complete lineup of Investment services

  • Fiduciary Oversight & Documentation
  • Investment Menu Consulting
  • Asset Allocation & Diversification Recommendations
  • Investment Policy Statement Design
  • Quarterly Investment Reviews
  • Fund Replacements
  • Fee Benchmarking
  • Fiduciary Training for Committee Members
  • Service Provider RFP’s
  • Employee Communication (Education & Advice)
  • Managed Portfolios
  • Custom Benchmarking
  • Liability Driven Investing

*Certain awards, rankings, and designations are for the recordkeeping entity of Conrad Siegel.

Smart professionals. Personal service. An investment team for your organization.

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