Kent Skornia

From the President – May 2015

At Krilogy, you’ll often hear us refer to “The Art of Accomplishment.” It’s the meaning behind our name, and it’s the mantra by which our team operates each day. Yet the path to accomplishment isn’t a road you travel alone, or even one we pave in a vacuum. It’s about investment – by you, and by us. You invest for…

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Matt Haywood

Advisor Spotlight – Matthew Haywood – March 2015

Each issue of the Krilogy newsletter will feature a Krilogy advisor who has been selected by the team as a standout in terms of leadership, commitment to Krilogy values, and focus on accomplishment. This quarter, the team has selected Financial Advisor Matthew Haywood. When we at Krilogy talk about Matthew Haywood, some common themes always come up in the conversations….

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Walk to End Alzheimers

In the Community – March 2015

What started with a friendly game of golf two years ago has blossomed into a successful partnership which helped raise $660,000 in 2014 to find a cure for one of the leading killers in the United States. That golf game was played by Krilogy Team Lead Patrick Monahan and Tim Oshie, father of T.J. Oshie of the St. Louis Blues,…

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Krilogy Financial

Investment Committee & IA Report – March 2015

Despite having three full calendar years without a 10% correction in the S&P 500, volatility appears to be on the rise. Krilogy has the systems and team in place to actively manage this volatility for clients and keep portfolios allocated to their appropriate risk tolerance. Portfolio Stress-Testing All Krilogy Portfolio Models undergo forward-looking stress testing as part of our ongoing…

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Krilogy Financial

Krilogy News – March 2015

Office Expansion The “Pardon Our Dust” signs have been removed, signaling the completion of Krilogy’s 1,200 SF addition. The project, which brought Krilogy’s total office space to 8,101 SF, was designed to not only accommodate the firm’s growing team, but also to enhance client experience and access to information. Each meeting room is now equipped with full technology, allowing real-time…

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Kent Skornia

Letter from the President – March 2015

When we meet new people, we’re often asked: “What’s the difference between Krilogy and other firms?” While the answer is easy to articulate from a tactical perspective, the real difference is in the experience. Tactically, because we’re wealth managers, we have a higher level of fiduciary responsibility than a traditional financial advisor. We regularly manage your plan, frequently monitoring it…

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Krilogy Financial

Investment Committee & IA Report – November 2014

The markets continue to be very active, with many recent ups and downs. Krilogy is actively managing this volatility for clients: Portfolio Stress-Testing: All Krilogy Portfolio Models undergo forward-looking stress testing as part of our ongoing due diligence. Many risk scenarios have made headlines recently and our stress testing process provides Krilogy’s Investment Committee and your Krilogy advisor with analytical…

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Krilogy Financial

Krilogy News – November 2014

Inc. 5000 In September, 2014, Inc. Magazine named Krilogy to the Inc. 5000 list of the fastest growing companies in the United States. Krilogy is ranked at #1575 overall, and #18 in the state of Missouri with three year revenue growth of 271% and a doubling of the staff in that same time period. Krilogy President and CEO, Kent Skornia,…

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Kent Skornia

Letter from the President – November 2014

Each year in October, we are able to have some clients join us here on our campus. The intent is to express our gratitude and say “thank you” to clients on this small occasion and during other opportunities throughout the year, as we’re grateful for each and every household we get to work with. Yet each year I am humbled…

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Kent Skornia

August 2014 Newsletter – From The President

What does accomplishment mean to you? Perhaps it means building a successful career or business, saving for your kids’ education, or put a road map in place to help you reach financial milestones. Whatever it may mean to you, Krilogy is here to help you. We established the firm five years ago with a name that embodied our commitment to…

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