Working together to reach your financial goals
The most basic tenet of our approach to investment management and financial planning is to work with individuals and families interested in a true partnership with their adviser. To effectively help the families we work with make the most of their wealth, it’s imperative we know them — their goals, dreams, and priorities. So when we talk about clients joining the Conrad Siegel family, it’s not just an expression, it’s what we truly believe.
Our independence means we work for you, not other financial institutions. We also work to reduce conflicts that encumber proprietary investment providers, and at a pace that is comfortable for you. Our consultants are just that – consultants working for you; not a sales quota.
Who We Work With
We add the most value to long-term investors who have accumulated assets (excluding real estate) of $1 million or more who want a collaborative team that can provide guidance in all aspects of their finances and coordinate with their other professionals.
We also offer custom-tailored financial planning and investment advisement for all sorts of roles including retirees and individuals nearing retirement, executives and physicians, multi-generational families, and transitional situations.
As a SEC Registered Investment Advisory (RIA) firm, we operate on a fee-for-service structure. This simply means that you only pay for the service we provide and that’s it. We don’t receive commissions or payments from any other sources. This fee is a percentage of assets that we manage for you. We are transparent with our fees and fee breakdowns are always available at your request. As a fiduciary, it means that not only do we believe that working in your best interest is the right thing to do, but we’re legally required to do so.
Getting started with Conrad Siegel Investment Advisors
Just like our approach to investing, working with us is honest, clear, and straight-forward. While our expertise speaks for itself, our clients enjoy a special relationship that goes well beyond numbers.
Before we work together, we encourage you to get to know us better—how we work, our values, and who we are as people. Likewise, we want to know more about you.
We start any new relationship with an initial phone or video call to determine if our expertise fits your situation. We will then have an exploratory meeting to learn about you and your goals.
As a partnership begins to take shape, we can start to gather more information, documents and details to deliver a proposal specific to what we’ve learned about your goals. We’ll share ideas along with a clear fee structure for our services.
When you’re ready to get started, we’ll get together to answer any remaining questions, refine our approach as needed, and begin the first steps of your financial strategy. As we move forward, we’ll schedule regular meetings to discuss progress and make adjustments to your plan.
With Conrad Siegel the difference is clear
Schedule an introductory call or video chat with us to find out how we can help get you where you want to be.
A simple approach to Investing
We take a sophisticated, yet simple, approach to investing designed to be effective for the long-term. Our focus is on a long-term, well-diversified portfolio managed with discipline, not timing the market or picking individual stocks. We approach portfolio construction the same way, to provide wide diversification centered around an academic, research-based approach tailored to meet the needs of the investor. Costs eat away at investment returns so we take measures to use low-expense investments within the portfolio. Throughout the process, we value regular check-ins to maintain awareness of all aspects of our clients’ overall financial situation and how each component functions within the greater context of their objectives.
Our focus is on a long-term, well-diversified portfolio, not timing the market or picking individual stocks.
Everyone’s plan looks a little different. We tailor portfolios to your needs.
Academic & Research-Based
Our in-house research team helps us construct portfolios that are sophisticated, yet uncomplicated.
Costs eat away at investment returns. We believe in using low-expense investments within portfolios.