Krilogy Financial

Investment Committee Report | October 2021

Strong Corporate Earnings and a Resilient Recovery Power Stocks to New Highs The S&P 500 hit new all-time highs again in the third quarter as investors looked past a resurgence of COVID-19 cases in the U.S. and instead focused on the positive combination of a resilient economic recovery, ongoing historic support from the Federal Reserve, and strong corporate earnings. Market…

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Krilogy Financial

Investment Committee Report | July 2021

Stocks Hit New Highs as the Pandemic Recedes Last quarter, we discussed the strong start to 2021 as the market experienced solid gains. The second quarter continued that trend, with the S&P 500 rising to another record high. Throughout the quarter, COVID-19 cases substantially declined in the U.S. This, combined with a near-total economic reopening across the country, led a…

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Krilogy Financial

Krilogy® Named One of the Nation’s Best Workplaces by Inc. Magazine

St. Louis, MO – Krilogy® has been honored with yet another national award for the firm’s workplace culture, landing a spot on Inc. Magazine’s 2021 list of the Best Workplaces in the U.S. This follows closely on the heels of the recent InvestmentNews announcement that ranked Krilogy® among the country’s Best Places to Work for Financial Advisors. Thousands of companies…

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Krilogy Investment Report April 2021

Investment Committee Report | April 2021

Market Resiliency Leads to Solid Market Gains in Q1 We’ve often said that we believe in resiliency of the U.S., our economy, and the markets. The first quarter of 2021 was a shining example of why we hold this belief. Throughout the quarter, we witnessed several macro- and micro-economic surprises that resulted in increased market volatility compared to the fourth…

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Krilogy Financial

Krilogy® Names Four New Partners

Krilogy®, a St. Louis-based wealth management firm with more than $1.7 billion in assets, has named Steve Green, CFP®, CPWA®, Bill Pohrer, JD, CPA, CFP®, Michael Brown, CEPA, and Tom Lewis, JD, as the firm’s newest partners. This year’s expansion of the team of partners is reflective of Krilogy’s growth, which has ushered in the opening of new locations, addition…

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March 2021 Investment Committee Report

Investment Committee Report | March 2021

Assessing the Market Crosscurrents As we prepare to welcome the energy and activity of the Spring season, we also appear to be at an inflection point of energy and volatility within both the stock and bond markets. We’ve recently experienced a period of high stock market complacency, thanks to historic fiscal and monetary liquidity. As we enter into a period…

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Krilogy Headquarters

Rapid Growth at Krilogy® Prompts Relocation of Firm Headquarters in Creve Coeur

Krilogy®, a St. Louis-based wealth management firm with more than $1.7 billion in assets, has announced their headquarters relocation to a 26,000 square foot office building located at 275 North Lindbergh Boulevard in Creve Coeur, Missouri. A large majority of Krilogy’s nearly 60 team members have begun serving clients from the new location as of March 1, 2021. The two-story…

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Deanna Kaber

Director of RIA Operations DeAnna Kaber, AWMA®, FPQP™ Joins Krilogy®

Krilogy®, an independent wealth management firm with $1.7 billion in assets, continues to grow its wealth services team with the addition of DeAnna Kaber in the role of Director of RIA Operations. Kaber brings an extensive RIA background to Krilogy, which includes experience both as a wealth manager and operations director for large and fast-growing firms. Throughout her career, Kaber…

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St. Louis Business Journal Largest Financial Asset Managers Badge for Krilogy

Krilogy® Ranked Among the Largest Asset Management Firms in St. Louis

The St. Louis Business Journal recently released its second annual list of the Largest Asset Management Firms in the region, ranking them according to total client assets as of December 31, 2019. Krilogy® is pleased to announce that the firm has once again been named to the list, moving up to #20 for 2020. Krilogy® continued its growth pattern throughout…

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Patrick Monahan

Krilogy® Partner Patrick Monahan Earns Accredited Investment Fiduciary® Designation from Fi360

Krilogy®, an independent wealth management firm with more than $1.6 billion in assets, is pleased to announce that Patrick Monahan has earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined…

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