Ten Years of Krilogy
Milestones often inspire leaders to reflect upon the journey to date, and envision the path that lies ahead. Today is such an occasion for me, as I look back on Krilogy’s first ten years and anticipate what’s to come in our next decade.
From Vision to Fruition
My vision for Krilogy has always revolved around a culture of authenticity and abundance. Before the doors opened, I pictured teams working together with relentless effort, helping clients get things done and going far beyond the creation of a well-diversified portfolio. In an environment of fierce independence, I foresaw advisors giving 100% unbiased advice and providing more in value than we received in payment.
I knew that if we focused on this vision, we would create a company that clients and advisors love to engage with.
I’m honored to report that the Krilogy team has brought this to life. Together, we’ve shaped a firm committed to:
- Culture: Krilogy is a place where people are excited to walk through the doors each day. We do our jobs at the highest level, to make the most positive impact on clients, team and community. We are givers, helpers and supporters.
- Hard Work: There are many more aspects to managing wealth than a typical advisor would handle. It can be challenging, time-consuming work. We embrace it, providing extra value each day to help you reach your goals.
- Leadership: Krilogy clients are intelligent and sophisticated. It is our responsibility to give you intelligent options to make intelligent decisions. We deliver on his responsibility by attracting the most talented, dedicated people at all levels.
The most important message I would like to convey as I reflect on this milestone is “Thank you.” I am grateful to you for placing the utmost trust in Krilogy to manage your plans and execute on the activities that will help you accomplish your goals.
As we look forward to our next ten years, I am excited about what is next. We continue to enhance our client experience to make it even better, and welcome feedback on what is important to you at this next level of service.
Thank you for allowing Krilogy to be a part of your life. I wish you a happy and prosperous new year.
President and CEO