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Taiber Kosmala & Associates Snapshot
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As an independent investment consulting firm advising over $15b in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional clients, financial intermediaries, and family offices.
The quality of our team, our commitment to intellectual integrity, and our unique approach is a compelling resource for investors to utilize in managing their fiduciary obligations and building out successful investment programs. Our expertise in portfolio construction, asset allocation, manager research, and risk management combined with the industry’s leading portfolio reporting infrastructure are a tremendous resource for our client base.
The founding partners have worked together for over 20 years and built out a team with substantial industry expertise across a diverse set of backgrounds including SEC regulatory experience, portfolio management, chairing two national investment consulting firm investment committees, and director level research positions across both traditional and alternative investments.
The quality of our team, our commitment to intellectual integrity, and our unique approach is a compelling resource for investors to utilize in managing their fiduciary obligations and building out successful investment programs. Our expertise in portfolio construction, asset allocation, manager research, and risk management combined with the industry’s leading portfolio reporting infrastructure are a tremendous resource for our client base.
The founding partners have worked together for over 20 years and built out a team with substantial industry expertise across a diverse set of backgrounds including SEC regulatory experience, portfolio management, chairing two national investment consulting firm investment committees, and director level research positions across both traditional and alternative investments.
