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Inc 5000

Krilogy Financial® Named to the Inc. 5000 for the Sixth Year

Posted on 08/15/2019 by Krilogy Financial

2019 marks Krilogy’s sixth consecutive appearance on the Inc. 5000, an annual list of the fastest growing companies in the United States as compiled by Inc. Magazine. A member of the Inc. 5000 Hall of Fame, Krilogy ranked #3698 on the 2019 list with a three-year growth rate of 93%. “The sustainable growth we’ve experienced at Krilogy is the result…

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Krilogy Financial Summer 2019 Newsletter

2019 Newsletter, Volume Three

Posted on 07/31/2019 by Krilogy Financial

 

From the Desk of the President, 2019 Volume Three

Posted on 07/31/2019 by Krilogy Financial

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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Breonna C. Clemons

Breonna Clemons Joins Krilogy’s Investment Advisory Team

Posted on 07/31/2019 by Krilogy Financial

The Investment Advisory Team at Krilogy includes a group of professionals focused on managing Krilogy portfolios, performing ongoing analysis and executing dynamic rebalancing to ensure clients’ plans remain aligned with their goals. As Krilogy continues its path of deliberate growth, the IA team has followed suit, most recently adding Breonna Clemons as an Investment Advisory Associate. Clemons holds several years…

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Investment Committee and Investment Advisory Department Report, 2019 Volume Three

Posted on 07/31/2019 by Krilogy Financial

Volatility Has Returned, Yet Markets Have Been Resilient The steady gains of early 2019 are more variable now. After a strong first quarter historically-typical volatility has returned, driven by uncertainty. U.S.-China trade relations, the Federal Reserve’s interest rate policy and the state of the world’s economies caused a May pullback of more than 6% in the S&P 500. Stocks broadly…

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Team Spotlight: Firm Operations, 2019 Volume Three

Posted on 07/31/2019 by Jaime Shelton

Welcome to Clearly Krilogy, a new series offering glimpses into the teams behind the scenes who make our work for you run smoothly. I’m pleased to introduce you to the Operations Team, a group of individuals whose mission is to relentlessly serve our clients, team and community with the highest level of dedication, abundance and leadership. We foster this through…

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Krilogy Giving Back: Testicular Cancer Society Run, 2019 Volume Three

Posted on 07/31/2019 by Krilogy Financial

The Krilogy Cares initiative hosted a 5K Run and 1K Fun Run on May 11th. It was the first event in support of this year’s partner, The Testicular Cancer Society. The day was wet, but the usual high spirits prevailed. Runners of all ages participated, and the Cardinals’ beloved FREDBIRD® made an impactful guest appearance. The women’s division was taken…

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Aaron Uhl

Aaron Uhl Joins Krilogy Financial®’s Team of Financial Advisors

Posted on 07/17/2019 by Krilogy Financial

Krilogy Financial®, a St. Louis-based independent wealth management firm with more than $1 Billion in assets, recently added Aaron Uhl to the firm’s team of financial advisors in its Creve Coeur Office. Uhl brings ten years of experience in global corporate finance and personal financial planning to Krilogy, where his focus lies in diligent, hard work in support of his…

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Top Financial Advisers 2019

Krilogy Financial® Named to the 2019 Financial Times 300 Top Registered Investment Advisors

Posted on 06/27/2019 by Krilogy Financial

Krilogy Financial®, an independent wealth management firm with over $1 billion in assets, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisors in 2019. The 2019 announcement marks the third year in a row in which Krilogy has been honored as a top Registered Investment Advisor.  The list surveys Registered Investment Advisors (RIAs) and recognizes…

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Josh Willbrand

Krilogy Financial’s® St. Charles County Office Adds Josh Willbrand to its Team of Financial Advisors

Posted on 06/24/2019 by Krilogy Financial

Krilogy Financial®, a St. Louis-based independent wealth management firm with more than $1 Billion in assets, recently welcomed Josh Willbrand as the latest addition to the team of financial advisors in its St. Charles County Office. In his role, Willbrand will support the creation of comprehensive financial plans, focusing on client needs and leveraging the vast tools and resources of…

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