Krilogy’s John McArthur (CIO) and Kent Skornia (CEO) look back on the markets in May and look forward to what June brings. Plenty of noise and headlines are currently present in the market to distract and influence investors in their decision making. We discuss the importance of discipline and process and why it’s important to be mindful of recency bias in decision making, as we contemplate what may lie ahead for investors.
Market Perspective Video | May 2023
About the Author
John enjoys working with individuals and families alongside his teammates Jacob Steingrubey CFP® and Robin Grayek. John takes pride in being able to bring an institutional style of portfolio construction, management and non-traditional wealth management strategies to families with which he and his team have the pleasure to work.
More About John
As President & CEO of Krilogy, Kent has led the firm to become one of the fastest growing wealth management and financial services firms in the country since its founding. Krilogy has since expanded its offerings from world class wealth management to personal tax consulting as well as company sponsored retirement planning.
More About Kent
“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.” Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success. Read MoreAward Disclosure
Advisor Growth Calculator
Every firm says they support their advisors, but we’re confident nobody delivers on it quite like Krilogy. The proof is in the growth numbers our advisors experience once they transition their business. It’s not typical. You may not even believe it until you experience it for yourself. But it’s the reason the average practicing financial advisor who joins the Krilogy team grows their practice by at least 20% annually.
You are ready to grow with Krilogy. Download our Advisor Growth Calculator to find out what that truly means for your practice 5, 7 and even 15 years down the road.
