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

Krilogy is Hiring

Job Title: Qualified Plan Investment Specialist Job Description: The Qualified Plan Investment Specialist will lead Krilogy’s proprietary retirement plan integration program, TotalPortfolio™. At the direction of the Portfolio Strategist, the Qualified Plan Investment Specialist will construct portfolios for clients within their existing employer retirement plans. Utilizing Krilogy’s investment analysis tools, they will perform multi-criteria evaluations and analyses on all investment…

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Nathan Holt

Krilogy Financial Names Advisor Nathan Holt as New Team Lead

Krilogy Financial, a St. Louis financial services firm, has promoted Financial Advisor Nathan Holt to the position of Team Lead. Holt’s practice at Krilogy focuses on families of divorce, as well as professionals in St. Louis-based companies. Holt began his career at Krilogy in 2010, and became the first Krilogy advisor to begin, and graduate from, the Krilogy Advisor Development…

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Krilogy Financial

Krilogy Team Member Earns Accredited Investment Fiduciary Designation from The Center for Fiduciary Studies

Matthew Haywood of Krilogy Financial, a St. Louis-based financial services firm, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), 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 standard of care. The Designation is…

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Patrick Monahan

Advisor Spotlight – Patrick Monahan – November 2014

Patrick Monahan, November 2014 Advisor Spotlight by Kent Skornia Imagine a professional who saw an opportunity for a better way to serve his clients, practice his craft, and be his genuine self, and left a great career to take a chance on a new start-up firm. That’s exactly what Patrick Monahan did when he joined Krilogy during our first year…

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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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