Independent wealth management firm guides clients through retirement, buying or selling a business and leaving a legacy for future generations.
Krilogy is a wealth management firm known for putting in a relentless effort to develop strategies and manage clients’ wealth. Founded in 2009, the firm takes an institutional-style approach and has a disciplined, dynamic rebalancing process that focuses on reducing volatility in meeting client investment and planning goals. Krilogy believes in the firm's fierce independence, which allows the team to be plan-driven not product-driven, and operate with a “client first, firm second” philosophy. Today, the firm includes more than 60 team members and manages nearly $2 Billion in assets for individuals, families, businesses, and company-sponsored retirement plans.
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