Investment Committee & IA Department Report, 2018 Volume Three

Positive Fundamentals Overcome Trade Uncertainty in Q3 The third quarter was the best-performing quarter for markets so far this year as the major U.S. stock indices each hit new all-time highs. The broad market gains were driven by strong economic data, solid earnings growth and improved clarity on global trade. Interestingly, those positive factors were often overlooked as news headlines…

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Matt Mercer

Team Member Spotlight: K. Matthew Mercer, 2018 Volume Three

Senior Public Accountant, Matt Mercer, looks back on an exciting year, and starting Krilogy Tax Services, LLC. Forward-thinking financial professionals with a genuine desire to find solutions deliver the most value to the client experience. We seek this type of individual to join the Krilogy team, as these characteristics are necessary to serve clients and pave the way for new…

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Lucas E. Nikolaisen

Krilogy Adds Lucas E. Nikolaisen to its Team of Financial Advisors, 2018 Volume Three

Lucas E. Nikolaisen recently joined Krilogy Financial® as the firm’s newest financial advisor. Nikolaisen was drawn to the firm’s team-based approach and client-first, firm-second philosophy. Lucas has a passion for serving professionals, educating and guiding them through the investment process. “Lucas is a young, intelligent, driven individual who has embraced Krilogy’s culture and has already begun enthusiastically serving clients and…

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Kristin B. Poole

Senior Advisor Kristin B. Poole Joins Krilogy, 2018 Volume Three

Krilogy Financial® recently announced the addition of Kristin B. Poole, CFP®, MIB to its team of Senior Financial Advisors. In this role, Poole will focus on providing her clients with holistic, values-based financial planning, providing a focused and personalized level of service. Kristin joined Krilogy after 12 years of experience as an advisor with other firms, embracing Krilogy as 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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Krilogy 2019 Newsletter Volume Three

2018 Newsletter, Volume Three

 

Brett T. Siegfried

Krilogy Financial® Advisor Brett T. Siegfried Earns Chartered Life Underwriter 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 and Team Lead Brett Siegfried has earned his Chartered Life Underwriter (CLU®) Designation from the American College of Financial Services. The CLU® was established in 1927, and is the insurance profession’s oldest standard of excellence….

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Krilogy Financial® Ranked on Entrepreneur Magazine’s 2018 Top Company Cultures List

For the second year in a row, Krilogy Financial® has been ranked on Entrepreneur’s Top Company Cultures1 list, a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures created in partnership with employee engagement platform and service provider Energage. Krilogy is ranked in the Small Business category for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly…

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Inc 5000

Krilogy Financial® Named to the Inc. 5000 Hall of Fame as a Five-Time Honoree

For the fifth year in a row, Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the Inc. 5000 list of the fastest growing companies in the United States based upon growth over a three year period. As a five-time honoree, Krilogy is now a member of the Inc. 5000 Hall…

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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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