Truly Independent
No manager affiliations and no revenue sharing designed to reduce certain manager-selection conflicts by not accepting revenue sharing from selected managers and conflict-free selection from the entire investable fund universe.
Institutional Services
Investment Advisory
Institutional team managing client portfolios, in one place, to create a unified solution.
Institutional relationships
we serve
Krilogy offers institutional investment management through Krilogy Portfolio Solutions (KPS). Large pools of capital call for a different level of oversight, reporting, and portfolio construction than a typical individual account, and KPS delivers sophisticated portfolio management built for those needs.
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Institutions
Endowments, foundations, retirement plans, and corporate or nonprofit entities seeking an institutional-caliber investment partner with GIPS-compliant reporting and a documented, repeatable process.
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Family Offices and High-Net-Worth Individuals
Multigenerational families and individuals who need portfolio construction, private markets access, and reporting built to institutional standards.
- $5B Assets Under Management
- 25+ Investment Professionals
- 9+ Years GIPS® Compliant Track Record
- 77 Designations Across the Team
- 27 GIPS® Compliant Models
Why institutions work with us
We built our services around four commitments that matter most to institutional investors.
Rigorous Process
Proprietary monthly manager scoring, Black-Litterman optimization, and technical, fundamental, and quantitative research synthesized into one process.
GIPS-Compliant Reporting
Institutional-grade composite reports with multi-year gross and net returns and full disclosures.
Private Markets Access
Over a decade of experience across private equity, venture capital, real assets, private credit, and opportunistic strategies.
Our investment philosophy
Every portfolio we build follows the same discipline.
Active and Passive Management
Seek opportunities for incremental return relative to the applicable benchmark by taking advantage of efficiencies and inefficiencies in markets.
Power of Diversification
Manage portfolios for the full market cycle, with broad diversification across asset classes, regions, and styles, reducing reliance on any single market outcome.
Risk Management
Apply dynamic rebalancing, stress testing, and mandate-aligned monitoring to manage risk across every market regime, including a formal manager oversight process.
Research Infrastructure
Multi-source research ecosystem analyzed for quantitative, fundamental, technical, and macro coverage.
Our investment approach
Our approach starts with one core structure, then layers on strategies designed to pursue additional outcomes.
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Core Portfolio
Built for full market cycles, with minor benchmark deviations designed to support the portfolio’s stated long-term objectives across market cycles.
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Satellite Strategies
Layered on top of the core portfolio to pursue yield enhancement, tax alpha, volatility hedging, technical-driven dislocation capture, and private market access.
Market and investment insights
Market commentary and research perspectives from our Investment Committee for institutional investors.
SEP 28, 2026
3 MIN READ
3 MIN READ
Market Commentary
Weekly Market Recap | September 28, 2026
Week in Review Equity Markets US stock markets were up across the board amidst a continued focus on energy markets and an emphasis on geopolitical developments. The S&P 500 Index recognized a gain of 1.23%. Concurrently, the Dow Jones Industrial Average rose by 0.28% while the Nasdaq shot up by 2.07%.1 The Forward 12-Month Price/Equity […]
SEP 22, 2026
3 MIN READ
3 MIN READ
Market Commentary
Weekly Market Recap | September 21, 2026
Week in Review Equity Markets The broader stock markets were mixed last week, with the S&P 500 delivering a negligible loss of (-0.06%). And while the Nasdaq marketplace generated a positive return of (0.73%) last week, the Dow Jones Industrial Average gave up (-1.65%), its worst weekly performance since last March.1 The Forward 12-Month Price/Earnings […]
SEP 14, 2026
3 MIN READ
3 MIN READ
Market Commentary
Weekly Market Recap | September 14, 2026
Week in Review Equity Markets US markets retracted last week following the Labor Day weekend. The S&P 500 came down (-0.78%); while the index was positive on Friday, it posted down days the rest of last week. Meanwhile, the Dow Jones Industrial Average gave up (-1.56%), the Nasdaq surrendered (-0.64%), and the small cap stocks […]