Independent, transparent, and focused on you

We’ve built our reputation on doing the right thing. Conrad Siegel has been an investment fiduciary by choice since 2002, and fee-for-service-based advisors since our founding. Our clients have entrusted us with over $7.7 billion in assets (as of 6/30/2023).

Investment for organizations

Simply put, we tell our clients what they need to know, why they need to know it, and what they need to do about it; providing an investment framework that helps them more easily fulfill their fiduciary responsibility. We do this all while focusing on better preparing your employees for retirement.

Investment for individuals

When it comes to your money, you want to invest with a partner who will invest in you. Conrad Siegel is an investment advisory firm independent of any financial institution, striving to provide truly objective advice with your interests first. Transparency, fiduciary oversight, and fee-for-service.

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