Women, You’re Better at Investing than You Think

It still happens quite frequently. I meet with a man and woman to create or review their financial plan and find that the man is doing most of the talking while the woman remains silent. Perhaps it’s a married couple in which the husband has taken control of the family finances, or maybe it’s a single female professional who has…

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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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Matthew J. Haywood

The Top Five Questions to Ask Your Retirement Plan Advisor

An employer sponsored retirement plan provides a great benefit for every company, serving as an added perk for attracting and retaining good talent. It’s also an immense responsibility, and if not managed properly, can become a liability. That’s why it’s important to work with an advisor who has your best interest at heart and has the experience you need to…

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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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