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.