Investment Advisory

Independent, transparent, and focused on your organization


Your organization’s retirement plan is complex, full of ever-changing details, regulations, and oversight. We’ve built our reputation on understanding these complexities and helping our clients build strong retirement plans for the past two decades.

Conrad Siegel’s investment experts help you simplify and strengthen your retirement plan to meet participant retirement goals and attract and retain workforce talent. We’ll work to better manage organizational costs, litigation risk and fiduciary liability, all the while keeping administration straight-forward and simple.

Our consulting teams serve a diverse client base from local companies and organizations to billion-dollar corporations. Our multidisciplinary expertise enables us to work across various industries including healthcare, education, manufacturing, professional services, and government.