We at Krilogy often talk about our best-in-class trading and technology platform, one that allows our clients access to their information and our advisors the ability to better serve the clients. While there are many facets of the technology solutions we provide, the foundation for it all comes from Charles Schwab.
When I founded Krilogy in 2009, the goal was to create a fiercely independent firm that was beholden to no corporation or product, where we worked for clients first, and developed wealth management plans comprised of the best solutions available to help clients reach their financial goals. Being a Registered Investment Advisor (RIA) firm allows us the freedom and flexibility to do just that, but it also meant we had a deliberate decision to make in terms of the custodian to partner with. We found Schwab to be the obvious choice for a number of reasons. Schwab provides Krilogy with:
- Scalability for growth – of advisors, client assets, and more
- 30 years of experience and commitment to the independent advisor model
- An extensive support team that’s there when we need them
- Industry benchmarking and information to help us make sure we’re on track
- Ongoing round-tables to collaborate with peers from across the United States
- Commitment to our collective success
Our partnership with Schwab has allowed Krilogy to attract highly respected senior advisors, as well as those who are new to the industry. This growth provides clients with enhanced depth of knowledge and experience as we prepare together for your financial future.
I was recently chosen as one of a handful of firm leaders from around the country to participate in a national advertising campaign for Schwab, highlighting the value of all they provide to Krilogy and our clients. As part of that campaign, I explain that Schwab helped to make Krilogy possible, giving us a trading platform and online experience for clients that we couldn’t have replicated on our own. They allow us to perform for you.
As we wind down the summer months, we wish you all the best as you continue down your path to accomplishment with us, and look forward to our next new season together.
President and CEO