Nathan Holt

Advisor Spotlight – Nathan Holt – November 2016

When Nathan Holt started his career here at Krilogy in 2010, we knew we had attracted an amazing young talent, but we also knew that Nathan was someone with vision who would not only help shape our processes, but would also offer clients a sincere sense of empathy and willingness to help even through the most challenging of times. His…

Read More→

Krilogy Financial

Investment Committee & IA Department News – November 2016

BREAKOUT OR BREAKDOWN? With the S&P 500 having spent the last 3 months in a tight 3% trading range, the question on the mind of many investors relates to the direction that this range-bound market ends up moving in and how a Trump Presidency may influence it. Prior to the election outcome, very few had the stated expectation that the…

Read More→

Krilogy at the Special Olympics of Missouri

In the Community – November 2016

This year, Krilogy established a new community initiative called Krilogy Kares in which a charitable organization was chosen for the team to partner with in 2016. The Krilogy Kares partner for 2016 is the Special Olympics of Missouri, nominated by Megan Lockhart. Megan began working with Special Olympics when she was in college, volunteering at bowling and basketball nights. She…

Read More→

Kent Skornia

From the President – August 2016

In 2015, Krilogy embarked on a journey to increase our footprint in the St. Louis region, and provide clients throughout the area with greater access to service. The first step on that path was the opening of Krilogy St. Charles, which has grown 40% over the last year under the leadership of Michael Brown. Last month, the journey continued as…

Read More→

2016 Gateway Dragon Boat Festival

In the Community – August 2016

Gateway Dragon Boat Festival to Benefit Operation Family Healthcare Earlier this summer, the Krilogy team participated in the 2016 Gateway Dragon Boat Festival at Creve Coeur Park. This is the third consecutive appearance by the team, dubbed “Wake My Day,” who once again this year took home the First Place Trophy for their category. The event raised money for Operation…

Read More→

Jeff Hercules

Advisor Spotlight – Jeff Hercules – August 2016

There are many team members who joined Krilogy in the early days of the firm, that helped to build and shape Krilogy into what it is today. Jeff Hercules is another shining example of the hard work, commitment to clients, and belief in the vision of what Krilogy would quickly become. Today, he manages the Krilogy St. Louis County office…

Read More→

Krilogy Financial

Investment Committee & IA Department News – August 2016

New all-time highs for the S&P 500, so what’s next? As we advance through the 3rd quarter of 2016, we have seen a broad-based consistency in returns amongst many asset classes this year, which starkly contrasts to what we, as investors, had experienced in 2015, when virtually nothing seemed to work. In a somewhat refreshing change, the historically higher beta…

Read More→

Kent Skornia

From the President – February 2016

Volatility. It’s the hot topic of the day, and many analysts are predicting that it will continue through 2016. While the very idea of volatility may strike fear in the minds of investors, we’ve found that there’s a way to derail that fear – a plan. Clients who are clear about their financial plan, who know what their risk tolerance…

Read More→

Kent Skornia

From the President – November 2015

Every successful effort starts with a good, strong relationship with a partner who supports you and works hard to help you accomplish great things. These types of relationships are something that we’re very proud of here at Krilogy, the strength of which I was reminded of while reviewing the results of a recent client survey. The primary theme in most…

Read More→

Krilogy Financial

Investment Committee & IA Department News – November 2015

Market Comments After wrapping up an extremely volatile third quarter, in large part due to concerns over slowing growth out of China, we’re generally encouraged as we work our way through earnings season in the U.S in Q4 2015. Specifically, we’re hearing management from U.S. companies discuss the relative strength of the U.S. economy. We’re reminded that North America represents…

Read More→