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 filled with many distractions and changes. It has also served as a reminder of the financial meltdown of a decade ago. Discipline and long-range thinking helped many Americans recover.
Today, discipline continues to drive the Krilogy team. This approach guides our proactive planning process to support you in this current market cycle while preparing your portfolio to weather the next downturn. I’m pleased to report the many activities in motion to fulfill this commitment to you.
Listening and Acting
Krilogy operates with a client-first, firm-second philosophy. We are proud to have gained your trust and respect, and remain focused on your goals.
In 2017, tax law changes became a primary area of concern for many clients. We listened to your questions and recognized the need for more sophisticated tax planning to address these changes. The CPAs of Krilogy Tax Services quickly mobilized to advise clients. More than 100 clients are benefiting from the creation of Krilogy Tax Services since it launched for the 2017 tax season.
This is one example of Krilogy’s commitment to listening, identifying the need, and acting to help you reach your goals. The creation of Krilogy Tax Services was a big moment for clients and the firm, coming at the right time as a tidal wave of change began to roll in. I’m proud of our team for coming together to make it happen, supporting you during this time of change.
Looking ahead, I encourage you to contact your advisor to begin preparing for 2019. It is most beneficial to plan before the end of the year to take advantage of tax strategies that may apply to your situation.
I believe that when you write something down as a goal, it will happen. Writing it down is the first step to committing to a disciplined plan. This has been true in my personal and professional life. It is also true for our team and our clients’ financial plans.
It’s an exciting time to be part of Krilogy. As we approach $1 billion in assets, we know we have only scratched the surface of what is possible. I am honored that you are on this journey with us, and look forward to continuing to forge a path to the future with you.
President and CEO