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Krilogy® Named A Top Place for Women in New “Women in the Workplace: Employment Scorecard”

Posted on February 28, 2020 by Krilogy

ST LOUIS – February 23, 2020 – Krilogy®, an independent wealth management firm with more than $1.3 billion in assets, has been recognized by the Women’s Foundation of Greater St. Louis (WFSTL) as a top place for women to work in the third annual “Women in the Workplace: Employment Scorecard.” The Scorecard is the area’s only initiative incentivizing and educating…

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Krilogy News

SECURE Act – 10 Things You Need to Know

Posted on February 21, 2020 by Krilogy

This important update is presented to you by the Krilogy Financial Planning Committee. We are committed to keeping you informed about developments that may affect your plan, and what actions are being taken to keep it on track. When changes occur in the basic framework or key aspects of your financial universe, we serve as your trusted guides, helping you…

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Krilogy® Associate Wealth Advisor Hanh Nguyen Named to the 2020 List of St. Louis’ Best Wealth Advisors

Posted on February 18, 2020 by Krilogy and Hanh Nguyen

Each year, St. Louis Small Business Monthly compiles its list of the St. Louis region’s best wealth advisors, as nominated by readers. This year, Krilogy is pleased to announce that Associate Wealth Advisor Hanh Nguyen has been named to the 2020 list. In 2016, Hanh joined Krilogy’s St. Charles County team, bringing his extensive background in education to the firm….

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Five Star Wealth Manager Award

Five Star Wealth Manager Designation Awarded to Seven Krilogy® Advisors

Posted on February 6, 2020 by Krilogy

Krilogy®, an independent wealth management firm based in St. Louis, is honored to recognize seven of the team’s financial advisors who have received the 2019 Five Star Wealth Manager Award1. Michael Brown, Elizabeth Connelly, Michael DiSalvo, Stephen Green, John McArthur, Kristin Poole, and Charles Schulz are among the select group of Wealth Managers across the United States to achieve this…

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Krilogy News

Krilogy® Named among St. Louis’ Largest Financial Asset Management Firms

Posted on January 3, 2020 by Krilogy

Krilogy®, an independent wealth management firm with $1.3 billion in assets, has been named to the St. Louis Business Journal’s inaugural list of the region’s Largest Financial Asset Management Firms. The list ranks firms by total value of client assets as of December 31, 2018. Founded in 2009, Krilogy® focuses on client readiness and overall wellbeing, helping clients feel prepared…

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Krilogy Flatlay

2019 Newsletter, Volume Four

Posted on October 21, 2019 by Krilogy

 

Kent Skornia

From the Desk of the President, 2019 Volume Four

Posted on October 21, 2019 by Kent Skornia

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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Krilogy Emblem

Investment Committee and Investment Advisory Department Report, 2019 Volume Four

Posted on October 21, 2019 by Krilogy

Markets Resilient For Third Straight Quarter The steady gains of early 2019 are more variable now. U.S.-China trade war uncertainty, and a lack of clarity on interest rate policy, caused a sharp increase in volatility mid-quarter. Even so, the S&P 500 remained resilient and finished close to the all-time highs of late July. 3rd Quarter Performance Review Markets showed impressive…

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Andrew Shenberg

Team Spotlight: Investment Operations, 2019 Volume Four

Posted on October 21, 2019 by Andrew Shenberg

Clearly Krilogy takes you behind the scenes with the Investment Operations team, where portfolio creation, rebalancing, distribution and reporting are carried out. And that’s before lunch. As the backbone of Krilogy’s investment function, we of the Investment Operations team take pride in being the bridge between the practical and personal aspects of our business. On one hand, we deliver a…

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Krilogy cares run

Krilogy Giving Back: Pedal the Cause, 2019 Volume Four

Posted on October 21, 2019 by Krilogy

Team Krilogy Financial/Team POB hit the course once again on September 29th, in support of cancer research at Siteman Cancer Center and Siteman Kids at St. Louis Children’s Hospital. A full report of Team Krilogy’s contributions, and the overall event, will appear in our January newsletter. Krilogy Tax CPA, Matt Mercer, and his wife Kelsey founded Dueling for Lincoln after…

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