As the recession outlook moves further down the road, advisors see the Fed keeping rates higher for longer, boosting the appeal of fixed income.

Phil Kosmala shares how he uses exchange-traded funds to navigate Fed policy and unpredictable inflation.

Teaming up with the right OCIO can help eliminate the challenges associated with investment research. Phil Kosmala, Managing Partner at Taiko, shares how OCIO partners can provide advisors with a disciplined approach to making informed investment decisions, reducing business risk while increasing their credibility.

The customizable model market platform allows RIAs to organize and tailor alternative investments and separately managed account strategies.

The OCIO for financial advisors, which launched in November 2022, built the new feature to source investment options.

For investors in a 24% tax bracket or lower, "it makes all the sense in the world to be in a taxable fund, knowing that you're making more even after you pay taxes," Pazar said. "A lot of people don't necessarily understand how a money market fund works versus holding cash at your brokerage."

“Quantitatively speaking, gold is a reliable hedge against inflation. In fact, it is the best hedge against inflation, with a correlation of 0.34 since 1900. Only commodity futures come close, with a correlation of 0.21,” said Phil Kosmala, managing partner at Taiko, a full-service OCIO for RIAs.

The role of the outsourced chief investment office is an increasingly well-understood one. A new OCIO says that its expertise in areas such as private debt/equity, venture capital and infrastructure, gives it an edge and fills a skill set gap in the market.

The Westlake, Texas broker will now take a 12- to 19-basis-point fee on the new (institutional no-transaction fee) INTF platform versus the 40-basis-point shellacking by OneSource.

It is designed to serve RIAs and financial institutions ranging from $100 million in AUM to multi-billion-dollar national enterprises.

Taiber Kosmala & Associates, an independent investment consulting firm advising on $15 billion in client assets, launched Taiko, a boutique outsourced chief investment officer solution designed for RIAs, national advisory firms, broker-dealers and trust companies.

Taiber Kosmala & Associates, a Chicago-based independent investment consulting firm advising on more than $15 billion in client assets, is celebrating the launch of an outsourced chief investment officer service for RIAs, national advisory firms, broker-dealers and trust companies.

Taiber Kosmala and Associates, a Chicago-based investment consulting firm advising on over $15 billion in client assets, launched Taiko as an OCIO solution for RIAs, national advisory firms, broker dealers and trust companies.

Taiber Kosmala & Associates, an independent investment consulting company that advises on more than $15 billion in client assets, announced Tuesday the launch of Taiko, a boutique, full-service outsourced chief investment officer solution developed for RIAs, national advisory firms, broker-dealers and trust companies.