CPBJ Recognized Harrisburg-based Firm on its Annual Asset Manager and Registered Investment Advisor List
Conrad Siegel Actuaries, celebrating its 50th year delivering comprehensive employee benefits services, proudly announced today that its Investment Advisory practice was featured in the Central Penn Business Journal’s Behind the List.
Behind the List recognizes select companies from the CPBJ Book of Lists. Tara Mashack-Behney, Partner and Director of Investment Consulting, discussed what differentiates the firm, educating employees on investments, and investing in today’s economy in the Behind the List interview.
In the most recent Central Penn Business Journal rankings, Conrad Siegel Investment Advisors, Inc. (CSIA) ranked fourth among regional registered investment advisor firms and fifth on the Asset Managers list. Mashack-Behney said CSIA stands apart by offering independent, fee-based guidance.
“I believe we are in a unique position and our clients have come to appreciate the value we bring them,” said Mashack-Behney. “We are independent consultants that have no tie to any financial institution, allowing us to make recommendations in our clients’ best interest.”
Mashack-Behney, who has led the division from the start, said that CSIA manages approximately 150 client relationships and employs 18 Investment Advisor Representatives. Clients include a range of 401(k) Plan Sponsors, corporate defined benefit plans, municipal retirement plans in Pennsylvania, as well as high net worth individuals.
“We provide value to our clients by providing the right kind of detail,” said Mashack-Behney in the interview. “It’s important for them to be able to quickly review reports and in minutes know exactly where they are, what changes if any need to be made and how they stack up to other plans.”
Conrad Siegel Investment Advisors Inc., headquartered in Susquehanna Township, is a part of Conrad Siegel Actuaries. It was founded in 2002 and has grown from $21 million in assets under management to more than $725 million in assets under management.
About Conrad Siegel
Celebrating its 50th year, Conrad Siegel Actuaries is one of the largest and most respected employee benefits firms in Pennsylvania. Recognized as both an industry leader and a trusted advisor, the firm stands apart by offering unbiased, fee-based services backed by careful attention to detail. Conrad Siegel partners with its clients to offer a comprehensive source for all employee benefit needs. For more information, please visit www.conradsiegel.com