1SlideKrilogy 7SlideKrilogy 5SlideKrilogy 9SlideKrilogy 10SlideKrilogy Paperwork 3SlideKrilogy_r2
Our News Things are always changing here at Krilogy; be sure to
check back often to stay up to date on our recent news.

News Topics

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…

Read More→

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…

Read More→

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…

Read More→

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…

Read More→

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…

Read More→

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…

Read More→

2019 Newsletter, Volume Two

Posted on 04/29/2019 by Krilogy Financial

 

Kent Skornia

From the Desk of the President, 2019 Volume Two

Posted on 04/29/2019 by Kent Skornia, President & CEO

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…

Read More→

Investment Committee & IA Department Report, 2019 Volume Two

Posted on 04/29/2019 by Krilogy Financial

A Strong Start to the Year, But Risks Remain January marked a strong turn-around from December’s lows. Stocks rebounded strongly in the first quarter, thanks to improving U.S.-China trade relations, the Federal Reserve’s announced pause in rate increases, and an improving outlook for corporate earnings. The market’s performance during the first quarter was welcome following the volatility and jitters of…

Read More→

Kristin B. Poole

Team Member Spotlight: Kristin B. Poole, CFP®, MIB, Vice President and Private Client Wealth Advisor, 2019 Volume Two

Posted on 04/29/2019 by John McArthur, Senior Partner & Chief Investment Officer

I’m extremely pleased that Kristin Poole chose to join us last Fall. Kristin is a strong leader who communicates very well and possesses a diverse skill set as an advisor. She is a member of the Investment Committee, the Krilogy 360 Women’s Initiative, and is running a terrific practice with her team at Krilogy. “We are a goal-setting organization by…

Read More→

« Previous Page
Next Page »

Newsletter-Signup

Ideas for your future - Krilogy Financial

Our-Recent-News