In 2015, Krilogy embarked on a journey to increase our footprint in the St. Louis region, and provide clients throughout the area with greater access to service. The first step on that path was the opening of Krilogy St. Charles, which has grown 40% over the last year under the leadership of Michael Brown. Last month, the journey continued as we announced the acquisition of The Sher Group, which has become Krilogy’s Clayton office, and the addition of OPTIMUM Wealth Management.
An article in the St. Louis Business Journal on July 7th noted the deliberate and methodical manner in which we’ve grown, each move designed to preserve the firm’s mission and culture which is based on the philosophy of clients-first, and a focus on our collective accomplishment. Bottom line, we view this growth as a means of investing in you, building a team that continues to add an even greater depth of knowledge and experience, working as one to help give you a competitive advantage when it comes to your finances.
That’s so important in today’s global market, where issues like stock market highs, uncertainty about if (or when) the Fed might raise interest rates, and how a vote like Brexit could impact your investments. We continuously monitor these, and other financial situations to anticipate what changes could lie ahead, making ongoing adjustments to maintain the appropriate balance for your risk tolerance.
This kind of client-first care, commitment to mission and culture, and regular dynamic rebalancing are staples of the Krilogy experience. We marry this with ongoing communication from the firm and your advisor to help you reach the Art of Accomplishment.
Many thanks to you and your family for your trust in the Krilogy team.
President and CEO