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  2. Krilogy®

Krilogy®

Krilogy® is a wealth management firm known for putting in relentless effort to develop strategies and manage clients’ financial needs. Founded in 2009, the firm takes an institutional-style approach, and has a disciplined, dynamic rebalancing process that leads to less volatility in returns. We also provide deep wealth management through tax preparation and estate planning designed, developed and implemented in-house by our CFPs, CPAs and attorneys. Today, the firm includes more than 60 team members in three locations across the St. Louis Region, and manages nearly $2 billion in assets for individuals, families, businesses, and company-sponsored retirement plans.

Krilogy® is a values-based organization, where all operate according to the firm's core beliefs of Dedication, Abundance, Leadership and Respect. Krilogy's commitment to these beliefs, along with the culture of teamwork and advanced technology, have led to the firm's rapid growth since its founding.
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Purpose

For affluent and high-net-worth individuals and couples who are goal-oriented in their approach to building their best possible life, Krilogy is a trusted partner with whom they enjoy a guided, tailored wealth management experience.

Krilogy’s unwavering focus on client success, from portfolio management through long-term planning and wealth transfer, instills a lasting sense of readiness and accomplishment.

In an industry where other financial service firms are transactional or impersonal in nature, our commitment to overall client wellbeing differentiates the Krilogy experience.
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Vision

Our purpose is to Inspire, to Serve and to Enrich lives.... Read more

Mission

To change the industry and make a positive and meaningful impact on society.... Read more

Additional Culture Details

Krilogy was founded and is led by a team whose focus lies in making a significant impact on the lives of clients through comprehensive wealth management. Ultimately, our clients are a reflection of ourselves and our families. We operate with a client-first mentality which leads us in our care of each individual’s financial wellbeing.

Krilogy has established a people-centric environment where teamwork is ever-present. All team members are valued, heard and respected.

The firm has received numerous national and local recognitions for our workplace culture since our founding in 2009.

Rules of Engagement:
- Give Relentless Effort to Accomplish Client Goals
- With a Challenge, Provide a Solution
- Innovate and Act on Opportunities Like Never Before
- Love Every Idea for 5 Minutes
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Values

Dedication
Giving relentless effort to dive deep, work hard, and exceed expectations.

Headquarters

Creve Coeur, MO

Employees

62 US Employees

Industry

Investment Management

Recent Awards

Company Snapshots

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