Krilogy Makes a Repeat Appearance on the 2017 St. Louis Business Journal’s List of the Region’s Fastest Growing Companies

For the fourth year in the row, Krilogy Financial® has earned a position on the 2017 annual list of Fastest Growing Privately Held Companies in St. Louis. The list, researched and compiled by the St. Louis Business Journal, ranks companies by revenue growth over a three-year period from 2014-2016. Kent Skornia, Krilogy’s President and CEO, attributes this growth to several…

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Lauren Polsgrove Joins the Krilogy Financial® Team

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Lauren Polsgrove has joined the firm as Practice Manager to Krilogy Partners, Pat O’ Brien and Patrick Monahan, and Senior Financial Advisor, Stephen Green. In her role, she will work closely with the Krilogy team, supporting wealth…

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Krilogy Financial® Adds Financial Advisor Jean Russell CFP® to the Firm

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Jean M. Russell CFP® to the firm as a financial advisor. In her role, Russell will work with clients to develop strategic wealth management solutions that will leverage Krilogy’s best practices for investing and portfolio management. “Jean offers a versatile…

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From the President – 2nd Quarter 2017

I was recently asked to describe the reasons behind Krilogy’s continued growth over the last several years. As I contemplated my response, I noted that while our geographic footprint, team of advisors, and assets under management have increased, it’s Krilogy’s commitment to our “client first, firm second” philosophy that has propelled our growth. I’m humbled by the feedback that I…

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Investment Committee & IA Department News – 2nd Quarter 2017

ASSET ALLOCATION AND MANAGING RISK Is it any wonder we see the significant rise in “passive” investing, or indexing, when only 19% of large cap managers outperformed their benchmark in 2016? Further, I’m sure it’s not too surprising that we saw record inflows into passive strategies during the first quarter this year in both equity and fixed income. In 2016,…

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Krilogy Shredding Event May 13th

Krilogy has partnered with PROSHRED Security® to present our inaugural shredding event on Saturday, May 13th from 9:00am to 11:00am. This free event will take place at our Creve Coeur office at 600 Emerson Road, St. Louis, Missouri, 63141. Trucks from PROSHRED will be on hand to accept paper, note pads, hanging files, file folders, envelopes, CD’s and DVDs. They’ll even accept old hard drives that…

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In the Community, 2nd Quarter 2017

On April 11, members of the community joined the Krilogy Team as we celebrated the official ribbon cutting and open house at our St. Charles County office, located on Mid Rivers Mall Drive in St. Peters. The festivities included a fundraiser to benefit Brace for Impact, an organization founded by former Cardinals pitcher Kyle McClellan to serve children in an…

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Jeffrey T. Skornia

Advisor Spotlight, Jeffrey Skornia – 2nd Quarter 2017

The Art of Accomplishment, the meaning behind the Krilogy name, is a philosophy we live here every day – one that is made possible only through genuine teamwork and ongoing support for all to be successful. While every Krilogy team member is in alignment with this value, there is one advisor who demonstrates it in a way that’s uniquely him,…

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Krilogy Welcomes Financial Advisor Jake Thornton

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Jake Thornton to its growing team of financial advisors. In this role, Thornton will assist the team in developing wealth management plans to cater to the individual needs of each client. “Jake brings experiences in client service and quality care, which…

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2017 Second Quarter Newsletter

Check out our 2017 Second Quarter Newsletter! Krilogy Financial® is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with…

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