Andrew Michael Shenberg

Functions as a College/University

Krilogy employs a simple, solid, top-down approach by assessing a client’s needs and goals with the firm’s specialized needs-based financial tools. The firm is comprised of an Investment Committee made up of senior leadership and advisors led by its Chief Investment Officer. Broadly, the Investment Committee is responsible for formulating the overall direction of the firm’s investment philosophy and polices. Their portfolio investment process builds portfolios that diversify within and across asset classes, investment styles and geographies. Portfolios are assembled to maximize the benefits of diversification while maintaining the ability for returns enhancement through security selection and sector allocations, which ultimately leads to high quality, diversified and defensive portfolios.