Every successful effort starts with a good, strong relationship with a partner who supports you and works hard to help you accomplish great things. These types of relationships are something that we’re very proud of here at Krilogy, the strength of which I was reminded of while reviewing the results of a recent client survey. The primary theme in most of the survey responses was how much our clients value and appreciate their relationship with their advisor. Clients told us things like: “I couldn’t have done it without my Krilogy advisor;” and “I wouldn’t have been able to visualize where I wanted to go, or be working towards it today without my advisor.”
Those words and the sentiments they convey are very powerful, and demonstrate that we all live according to our values at Krilogy, dedicating ourselves to serving clients and focusing on accomplishment. This comes with a lot of hard work each and every day that clients may not see, but can feel. While you may not be aware that Krilogy’s Portfolio Management Team reviews every portfolio every day, making trades, rebalancing, and monitoring accounts to ensure the plan stays on track, you sense that energy and see it in the results. And while you may not talk with your advisor every day, you can see your accounts in our TotalPortfolio™ program 24/7 to know exactly where you stand.
The Krilogy team is proud to have earned this kind of trust, and will always continue to invest in our people, technology and services to our clients – all designed to give you the information, confidence, and support to effectively manage your financial future. We have the tools and systems in place to show you your return and how you’re tracking, as well as in-depth services for clients whose needs may be more complex and include components such as business and succession planning, estate planning and more. Krilogy puts all the pieces in place to build and manage even the most sophisticated of plans, working hard towards the accomplishment of each client’s goals.
As we move into the holiday season, I pause and give thanks to you for the relationship we’ve built and the future of accomplishment we’ll continue to pursue together. My best to you and your family.
President and CEO