March 2021 Investment Committee Report

Investment Committee Report | March 2021

Assessing the Market Crosscurrents As we prepare to welcome the energy and activity of the Spring season, we also appear to be at an inflection point of energy and volatility within both the stock and bond markets. We’ve recently experienced a period of high stock market complacency, thanks to historic fiscal and monetary liquidity. As we enter into a period…

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Krilogy Headquarters

Rapid Growth at Krilogy® Prompts Relocation of Firm Headquarters in Creve Coeur

Krilogy®, a St. Louis-based wealth management firm with more than $1.7 billion in assets, has announced their headquarters relocation to a 26,000 square foot office building located at 275 North Lindbergh Boulevard in Creve Coeur, Missouri. A large majority of Krilogy’s nearly 60 team members have begun serving clients from the new location as of March 1, 2021. The two-story…

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Deanna Kaber

Director of RIA Operations DeAnna Kaber, AWMA®, FPQP™ Joins Krilogy®

Krilogy®, an independent wealth management firm with $1.7 billion in assets, continues to grow its wealth services team with the addition of DeAnna Kaber in the role of Director of RIA Operations. Kaber brings an extensive RIA background to Krilogy, which includes experience both as a wealth manager and operations director for large and fast-growing firms. Throughout her career, Kaber…

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St. Louis Business Journal Largest Financial Asset Managers Badge for Krilogy

Krilogy® Ranked Among the Largest Asset Management Firms in St. Louis

The St. Louis Business Journal recently released its second annual list of the Largest Asset Management Firms in the region, ranking them according to total client assets as of December 31, 2019. Krilogy® is pleased to announce that the firm has once again been named to the list, moving up to #20 for 2020. Krilogy® continued its growth pattern throughout…

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Patrick Monahan

Krilogy® Partner Patrick Monahan Earns Accredited Investment Fiduciary® Designation from Fi360

Krilogy®, an independent wealth management firm with more than $1.6 billion in assets, is pleased to announce that Patrick Monahan has earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined…

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Michael Brown

Krilogy® Senior Wealth Advisor Michael Brown Earns Certified Exit Planning Advisor Designation

Krilogy®, an independent wealth management firm with $1.6 billion in assets, is pleased to announce that Michael Brown has earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Brown, who serves as Branch Manager for Krilogy’s St. Charles County office, is the only wealth manager in St. Charles County to hold this certification. Professionals pursuing the…

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Krilogy IC and IAD Report - Q4 2020

Investment Committee & Investment Advisory Department Report | Q4 2020

Markets Complete a Historic Comeback in 2020 We hope this letter finds you safe and healthy. The most tumultuous year in recent memory ended on a high note for markets as the fourth quarter brought political and medical clarity. As a result, we experienced substantial market gains over the past three months which helped make 2020 a surprisingly strong year…

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Krilogy presents check to FamilyForward, 2020 Krilogy Cares partner.

Krilogy® Presents Check to FamilyForward, the 2020 Krilogy® Cares Partner

Each year, team members choose a St. Louis area non-profit as the firm’s Krilogy® Cares Foundation partner, allowing the opportunity to rally around a common cause and make a substantial impact. This year, FamilyForward was chosen as the 2020 Krilogy® Cares partner. Despite a year in which traditional fundraising activities were not possible, the Krilogy® team got creative in the…

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Tom Lewis

Krilogy® Counsel and Chief Compliance Officer Tom Lewis Named a Top Executive in St. Louis

St. Louis Small Business Monthly, a publication which provides information and insights to the region’s business and entrepreneurial community, has named Tom Lewis among the 2020 Top Executives in St. Louis. Lewis, who serves as Counsel and Chief Compliance Officer, joined Krilogy® in 2016 as the firm continued its rapid growth pace and found the need for enhanced legal and…

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Krilogy Quarterly Insights Quarter 3 2020

Quarterly Insights | October 2020

A Historic Market Recovery We hope this letter finds you safe and healthy during these still-unprecedented times. 2020 continued to be one of the most unpredictable years in memory. Markets rose to new all-time highs in the third quarter despite a resurgence in coronavirus cases. Stocks rallied thanks to a combination of even more accommodative Fed policy, hopes for a…

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