Investment Performance Summary Report - Conrad Siegel Investment Advisors

Skip to the content

Conrad Siegel Investment Advisors

Wealth Management

Events
Education Center
Contact
Client Login

Services
Our Team
Approach & Process

Services
Our Team
Approach & Process
Education Center
Events
Contact

Investment Performance Summary Report

All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services. Being featured on or appearing on the various news outlets referenced is not to be interpreted as an endorsement or approval of the Firm or its services by any of the referenced news outlets. All data regarding CSIA reflects our most recent annual ADV filing as of June 30, 2024.

The views and opinions expressed throughout this website are current as of June 30, 2024 and are subject to change. This site may contain links to other websites not operated or controlled by CSIA (“Third Party Sites”). The information on these Third Party Sites is governed by the specific privacy policies and terms of service of the Third Party Sites and not by this site. By providing these links we do not imply that we endorse or have reviewed these sites. Please contact the Third Party Sites directly for information on their privacy practices and policies.

Services
Our Team
Approach & Process
Education Center
Events
Contact

CSIA Disclosure
Privacy
Security
ConradSiegel.com
Locations

© 2025 Conrad Siegel