Accomplish more for your clients – and your business – with professional investment management from
Krilogy Portfolio Solutions.

KPS is dedicated to empowering financial advisors with expertly managed portfolios designed to help you achieve more. By providing professional investment management and advisory services, we give you more time and resources to focus on what matters most – your clients. Our team of seasoned investment professionals brings diverse expertise and a shared commitment to supporting your success.
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Our services

At KPS, we’ve been perfecting the art of portfolio management for over eight years, having successfully overseen investments for Krilogy. Today, we share our expertise with financial advisory firms across the country, helping them elevate their service offering with top-tier portfolio management and market insight.

With a diverse range of investment strategies, we manage portfolios that include exchange-traded funds (ETFs), individual stocks, fixed income, international equities, alternative investments, and private equity. Currently, we manage over $1 billion in assets, with more than $650 million dedicated to our flagship portfolios. By partnering with KPS, advisory firms gain the resources they need to focus on what matters most – building stronger client relationships and growing their businesses.

Portfolio Strategy

Our portfolios help Investment Advisors to align their clients’ unique risk tolerance and goals, empowering them to offer tailored, results-driven strategies.

Portfolio Management

Our team actively monitors and adjusts portfolios, ensuring they stay aligned with their mandates and strategic objectives as market conditions change.

Risk Management

We design portfolios to manage risk at every stage, helping Investment Advisors to balance growth and preservation objectives as their clients’ needs evolve.

Strategic Excellence, Proven Results

Investment strategies with proven track records
Disciplined strategies designed for risk-conscious performance
A strategic approach to navigating risk and opportunity
Scalable and repeatable processes
Focus on large-cap companies with positive cash flow
Strategies based on fundamental, qualitative, quantitative, and technical analysis
Methodology rooted in a disciplined approach to investment management

Unlock the Art of Accomplishment for Your Clients

KPS was created to help financial advisors achieve more—for their clients and their business. Our scalable, consultative approach allows you to access institutional-level resources and expertise while retaining the independence to serve your clients the way you know best. Partner with KPS to unlock more time, more resources, and more opportunities for success.

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