What does accomplishment mean to you? Perhaps it means building a successful career or business, saving for your kids’ education, or put a road map in place to help you reach financial milestones. Whatever it may mean to you, Krilogy is here to help you. We established the firm five years ago with a name that embodied our commitment to the Art of Accomplishment, and a set of values that guides everything we do.
Those values, and what they have led us to achieve for clients, have set Krilogy apart from other financial services firms. This year, we were proud to have been named among the area’s Fastest Growing Companies by the St. Louis Business Journal. As I ponder this achievement, what shines brightest for me is the teamwork and collaboration that’s made it possible. Krilogy was built on a team approach to creating investment plans and managing portfolios. We support each other, mentor and build up our team members, and leverage our collective knowledge to assemble the best strategic option for you.
Krilogy continues to attract great talent and great minds to our team, which will increase your access to an even greater breadth and depth of investment professionals from all financial disciplines. This month, we welcomed two new advisors to Krilogy: Kristin Fomon and Drew Forrester. Both of these talented young advisors were attracted to Krilogy’s focus on client accomplishment and will bring great energy to the firm.
As we look forward to the second half of 2014, we see many more Krilogy developments on the horizon. We anticipate more additions to our team of advisors, as well as continued enhancement of our technology portal which is “best in class” in terms of giving you qqquick, simple access to all of your financial information.
On behalf of the entire Krilogy team, I wish you and your family a safe and happy summer full of memories and accomplishments.
President and CEO