Second Annual Shred Event – 2018 Volume One

For the second year in a row, Krilogy has partnered with PROSHRED Security® to hold a shredding event on Saturday, May 19th from 9:00am to 12:00pm. 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,…

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Elizabeth Connelly is Named One of St. Louis’ Best Wealth Managers

St. Louis, MO – Each year, St. Louis Small Business Monthly surveys its readers to compile their annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. Krilogy is pleased to announce that Executive Vice President and Private Client Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP has been named to this year’s list, which is featured…

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Investment Committee & IA Department News – 4th Quarter 2017

Late Cycle “Reflation” and What it Means Last quarter we speculated as to whether or not corporate earnings would play catch up or if the gap between the price of the S&P 500 and the Earnings Per Share (EPS) growth for the S&P 500 would continue to widen. Well, given the continued resilience of the stock market, the gap has…

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In the Community – 4th Quarter 2017

Medicare is a topic that can be complicated, and quite frankly, frightening for many people as they near retirement. Krilogy advisors often field numerous questions about Medicare, and have in-depth discussions with clients as we prepare their financial plans. After all, health care costs can have a big impact on your nest egg if you don’t properly plan for how…

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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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Kent Skornia

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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