Krilogy News

SECURE Act – 10 Things You Need to Know

This important update is presented to you by the Krilogy Financial Planning Committee. We are committed to keeping you informed about developments that may affect your plan, and what actions are being taken to keep it on track. When changes occur in the basic framework or key aspects of your financial universe, we serve as your trusted guides, helping you…

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Krilogy® Associate Wealth Advisor Hanh Nguyen Named to the 2020 List of St. Louis’ Best Wealth Advisors

Each year, St. Louis Small Business Monthly compiles its list of the St. Louis region’s best wealth advisors, as nominated by readers. This year, Krilogy is pleased to announce that Associate Wealth Advisor Hanh Nguyen has been named to the 2020 list. In 2016, Hanh joined Krilogy’s St. Charles County team, bringing his extensive background in education to the firm….

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Krilogy News

Krilogy® Named among St. Louis’ Largest Financial Asset Management Firms

Krilogy®, an independent wealth management firm with $1.3 billion in assets, has been named to the St. Louis Business Journal’s inaugural list of the region’s Largest Financial Asset Management Firms. The list ranks firms by total value of client assets as of December 31, 2018. Founded in 2009, Krilogy® focuses on client readiness and overall wellbeing, helping clients feel prepared…

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2019 Newsletter, Volume Four

 

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Investment Committee and Investment Advisory Department Report, 2019 Volume Four

Markets Resilient For Third Straight Quarter The steady gains of early 2019 are more variable now. U.S.-China trade war uncertainty, and a lack of clarity on interest rate policy, caused a sharp increase in volatility mid-quarter. Even so, the S&P 500 remained resilient and finished close to the all-time highs of late July. 3rd Quarter Performance Review Markets showed impressive…

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Krilogy cares run

Krilogy Giving Back: Pedal the Cause, 2019 Volume Four

Team Krilogy Financial/Team POB hit the course once again on September 29th, in support of cancer research at Siteman Cancer Center and Siteman Kids at St. Louis Children’s Hospital. A full report of Team Krilogy’s contributions, and the overall event, will appear in our January newsletter. Krilogy Tax CPA, Matt Mercer, and his wife Kelsey founded Dueling for Lincoln after…

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Jay Logsdon

Financial Advisor Jay Logsdon, CPA, MBA, Joins the Krilogy Team

October 18, 2019, St. Louis, MO – The Krilogy team continues to grow with the addition of Jay Logsdon, Senior Financial Advisor in the firm’s Creve Coeur office. Logsdon brings more than 30 years of experience to Krilogy, with an emphasis on small business, operations, mergers and acquisitions, and tax strategies. As a Senior Advisor, he’ll work with Krilogy team…

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Two Krilogy Advisors Earn CFP® Designations

St. Louis, MO- Krilogy Financial®, a St. Louis-based wealth management firm with more than $1 Billion in assets, is pleased to announce that Kristin Fomon and Kevin Reynolds are the most recent additions to the list of financial advisors in the firm to earn their CERTIFIED FINANCIAL PLANNER™ designations from the Certified Financial Planner Board of Standards. Both Fomon and…

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Inc 5000

Krilogy Financial® Named to the Inc. 5000 for the Sixth Year

2019 marks Krilogy’s sixth consecutive appearance on the Inc. 5000, an annual list of the fastest growing companies in the United States as compiled by Inc. Magazine. A member of the Inc. 5000 Hall of Fame, Krilogy ranked #3698 on the 2019 list with a three-year growth rate of 93%. “The sustainable growth we’ve experienced at Krilogy is the result…

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Breonna Clemons Joins Krilogy’s Investment Advisory Team

The Investment Advisory Team at Krilogy includes a group of professionals focused on managing Krilogy portfolios, performing ongoing analysis and executing dynamic rebalancing to ensure clients’ plans remain aligned with their goals. As Krilogy continues its path of deliberate growth, the IA team has followed suit, most recently adding Breonna Clemons as an Investment Advisory Associate. Clemons holds several years…

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