2017 has been a year unlike any we’ve ever experienced. A new administration with a unique style of communicating was put in office, social media has garnered the power to impact the markets and our national dialogue, and we’ve seen the market soar to heights that have never been seen. Many are pleased with these developments, and many find themselves wondering how long these things will last, and where we might end up.
Regardless of which camp you’re in, you’re probably looking to the future and considering what impact these short-term events might have on your long-term plans into retirement and beyond. While we won’t pretend to have all the answers regarding where the markets may go tomorrow or thirty years from now, the great news is that Krilogy has put best-in-class technology, processes and teamwork in place to help you prepare. It all begins with the development of your financial plan. We dive deeply into your desires, goals, dreams and fears to uncover what matters most, and determine your true risk tolerance. From there, our technology and processes allow us to:
- Capture all of your assets in one, convenient online portal so you have a 24/7 snapshot of your complete financial picture.
- Stress test your portfolio to demonstrate how it may be impacted by a variety of scenarios such as a market selloff, economic and global challenges, and more.
- Perform regular automatic rebalancing to ensure your portfolio remains within its risk tolerance.
- Give you real data to help you make informed, unbiased financial decisions.
These processes and technologies form the foundation of Krilogy’s service to clients, while our teamwork, commitment to hard work, and vision for our collective future create the energy that sparks your forward progress. Over the last year, we’ve grown our team of advisors and practice managers to further expand on the resources and knowledge we provide. In addition, we’re pleased to announce the formation of Krilogy Tax Services which will provide tax consulting and preparation of tax returns. Many clients expressed the desire for Krilogy to manage their entire financial life, and the formation of Krilogy Tax Services will allow us to address these wishes in an expanded way.
The journey we’ve embarked on together is all about The Art of Accomplishment. Krilogy is honored to play in a role in supporting your passage there. On behalf of the entire Krilogy team, we look forward to celebrating your successes for 2017 with you and your family, and look forward to a wonderful holiday season together.
President and CEO