Independent Investment Advisors for your Organization
Unbiased advice is a powerful tool for organizations aiming to make good choices. Conrad Siegel is a full-time fiduciary, operating independently from any 3rd party institutions. This allows us to help you make good choices about how to invest.
You’ll receive clear recommendations — free of industry jargon and without hidden costs. Just a dedicated commitment to get you where you want to go.
Retirement Plan Investment Consulting
We design and maintain custom defined contribution plans that save HR & Finance teams time while giving employees the tools to reach their retirement goals.
Foundations & Endowments
Consulting designed to help you build a great retirement plan for your people while minimizing fiduciary risk.
Looking for personal investing services?
Get to know our wealth management team and explore our human approach to financial planning.
$10Billion
assets under management
Top DC advisor team
2025 National Association of Plan Advisors
Top RIA
Forbes, 2025
*Assets Under Management presented as of June 30, 2025. Award information and criteria can be found at conradsiegel.com/csia-disclosure.
Contact our investment services team. Let’s discuss where you want to go!
"*" indicates required fields