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.
We are a fiduciary by choice and we are here to provide the framework you need in place to meet your fiduciary responsibilities. We can accept both ERISA 3(21) and ERISA 3(38) responsibility, depending on how much of the decision making process you’d like to delegate.
We aren’t just a vendor, we are your partner. We have a strong knowledge base within our field and we share that with you, keeping you informed along the way. We want you to have clarity, understanding, and appreciation around the decision making process.
We make specific recommendations, not just suggestions. We don’t have ties to financial institutions or mutual funds, we don’t receive commissions from investments in your plan, all of which allow us to make recommendations that are in your best interest.
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.
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.