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From the Desk of the President, 2019 Volume Four

There’s No Place Like Home Welcome! We’ve arrived at the final months of this captivating decade. As I envision the myriad of things that will unfold during the next ten years, I find myself drawn to the bedrock value of belonging. One example that I’m particularly proud of as a leader is the feeling of home that the Krilogy team…

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From the Desk of the President, 2019 Volume Three

Values: The Soul of the Organization I believe that given the opportunity to build something from scratch, create the best version possible. This was a guiding principle when I established Krilogy in 2009, and it remains a primary focus as we craft portfolios, manage money and grow the team. The focus on creating the “best version possible” in Krilogy led…

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From the Desk of the President, 2019 Volume Two

A Perspective on Returns What role do returns play in your financial world? To some, returns take center stage in conversations, becoming a source of pride and focus. Returns are an important driver of your financial plan, and are one component of your overall journey. I have recently noticed an uptick in messaging about advisors serving as financial coaches for…

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From the Desk of the President, 2019 Volume One

Ten Years of Krilogy Milestones often inspire leaders to reflect upon the journey to date, and envision the path that lies ahead. Today is such an occasion for me, as I look back on Krilogy’s first ten years and anticipate what’s to come in our next decade. From Vision to Fruition My vision for Krilogy has always revolved around a…

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From the Desk of the President, 2018 Volume Three

2018 and the Power of Discipline One of the things I appreciate about leading Krilogy is having the privilege of rubbing elbows with leaders of highly effective organizations. Those who are most successful have the ability to be disciplined, tune out distractions and focus on what is most important. Investing and wealth management require that same approach. 2018 has been…

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From the Desk of the President, 2018 Volume Two

As we close out the first half of 2018, our awareness continues to focus on a seemingly ever-present state of market volatility. Clients are questioning what will happen if we enter a trade war, how rising interest rates in the bond market will impact their portfolios, and of course, when a significant market correction may happen. All of these questions…

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Letter from the President – 2018 Volume One

Over the last few weeks, we’ve witnessed a fair amount of volatility in the market. Whereas in the past, our clients’ biggest questions revolved around how long our record market highs would last, they’re now asking if recent drops were the correction we’ve been waiting for. Although there have been a few sharp dips and rebounds, we still find the…

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From the President – 4th Quarter 2017

2017 has been a year unlike any we’ve ever experienced. A new administration with a unique style of communicating was put in office, social media has garnered the power to impact the markets and our national dialogue, and we’ve seen the market soar to heights that have never been seen. Many are pleased with these developments, and many find themselves…

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Team Member Spotlight, Paul Gabriel – 3rd Quarter 2017

This month we welcome team member Paul Gabriel, Director of Capital Markets and Head of Fixed Income, to Krilogy. Ten years ago, before Krilogy was born, I was introduced to a gentleman who excelled at his craft, and who taught me a great deal about the intricacies of the bond market. He dove into subjects such as hedging against interest…

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From the President – 3rd Quarter 2017

We at Krilogy often talk about our best-in-class trading and technology platform, one that allows our clients access to their information and our advisors the ability to better serve the clients. While there are many facets of the technology solutions we provide, the foundation for it all comes from Charles Schwab. When I founded Krilogy in 2009, the goal was…

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