Investment Committee & IA Department News, 2018 Volume Two

Strong Earnings Mixed with Trade Conflict Concerns Markets remained volatile in the second quarter of 2018, as a series of political and geopolitical events caused temporary pullbacks in stocks. But in contrast to the first quarter, U.S. economic growth and corporate earnings reminded investors of still-strong economic and market fundamentals. Subsequently, the major U.S. stock indexes were able to finish…

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Andrew Shenberg, CFP®, AIF®, ChFC®

Team Member Spotlight: Portfolio Strategist Andrew Shenberg, CFP®, AIF®, ChFC®, 2018 Volume Two

Generosity is a cherished characteristic of a good team member. When one is generous with his time, knowledge, and overall desire to help others, those around him are inspired to serve and pursue excellence. Andrew Shenberg demonstrates that level of generosity, living the value of Abundance each day at Krilogy to support all to accomplish great things. Andrew joined Krilogy…

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Duo Mutt Strut

2018 Gateway Dragon Boat Festival & Duo Mutt Strutt, 2018 Volume Two

The Krilogy team has been busy in the community this year, supporting great local non-profits and a variety of causes. Just two examples of this commitment to service include the annual Dragon Boat Festival and the Duo Mutt Strutt. For the fifth year, the Krilogy team “Wake My Day” competed in the boat races that are an exciting part of…

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Two Financial Advisors, Practice Manager Join the Growing Krilogy Team, 2018 Volume Two

The Krilogy team continues to grow with the addition of Financial Advisors Michael Barbercheck and Thomas Berra. Both advisors will work in Krilogy’s Creve Coeur office, and come to Krilogy with the mission of providing clients with comprehensive service and commitment to teamwork. Barbercheck joins the firm with a background in customer service and degree from St. Louis University. He…

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Brett T. Siegfried

Financial Advisor Brett Siegfried, AIF® Receives St. Louis Business Journal’s 30 Under 30 Award, 2018 Volume Two

Each year, the St. Louis Business Journal receives hundreds of nominations for their annual 30 Under 30 awards recognizing young professionals who are making an impact professionally in their organizations, and in the community. Krilogy is pleased to announce that Financial Advisor and Team Lead Brett Siegfried has been named to the 30 Under 30 Class of 2018. The 30…

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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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July 2018 Newsletter

July 2018 Krilogy Newsletter Download the PDF Krilogy Financial® is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with…

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Krilogy Financial, 2018 Financial Times 300 Top Registered Investment Advisors

Krilogy Financial® Named to the 2018 Financial Times 300 Top Registered Investment Advisors

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisors. The list surveys Registered Investment Advisors (RIAs) and recognizes top independent RIA firms from across the United States. Krilogy applied for consideration, having met a minimum set…

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Krilogy Named among St. Louis’ Fastest Growing Privately Held Companies

For the fifth year in the row, Krilogy Financial® has earned a position on the 2018 list of Fastest Growing Privately Held Companies in St. Louis1. The list, researched and compiled by the St. Louis Business Journal, ranks companies by revenue growth over a three-year period from 2015-2017. Kent Skornia, Krilogy’s President and CEO, attributes the firm’s growth to the…

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Andrew T. Forrester

Krilogy’s Andrew T. Forrester Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor Andrew Forrester has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Forrester is the tenth member of the Krilogy team of advisors to receive this designation. With a background as…

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