Business Wire - Institutional Investment Consultancy, Taiber Kosmala & Associates, Launches Taiko – A Bespoke OCIO Solution Designed for Financial Advisors

November 1, 2022
Joseph Taiber, CFA
4 minutes
Press Releases

Joseph Taiber, CFA

Managing Partner

Built on decades of investment management, regulatory compliance and institutional investment consulting experience, Taiko enters the market as a consultative strategic partner for firms seeking to accelerate growth and profitability

CHICAGO--(BUSINESS WIRE)--Taiber Kosmala & Associates, LLC, an independent investment consulting firm advising on over $15 billion in client assets, today announced the launch of Taiko, a boutique, full-service OCIO solution built for RIAs, national advisory firms, broker dealers and trust companies. Combining the institutional research platform and consulting heritage of Taiber Kosmala with innovative, custom technology, Taiko provides growth-minded firms with bespoke institutional-grade investment portfolios, a personalized investment and operations back-office and an integrated technology stack.

Designed to serve RIAs and financial institutions ranging from $100 million in AUM to multi-billion-dollar national enterprises, Taiko applies an institutional-caliber process to each client by delivering a curated gallery of investment strategies supplemented by custom practice management tools and technologies. Taiko’s platform provides operational, technological, marketing and compliance support, empowering time- and resource-challenged financial advisors to accelerate growth and profitability, while achieving a better work-life balance.

“While we’re entering the platform business with the launch of Taiko, we’re not a traditional platform. The experience we provide to each client is completely unique to their firm,” said Joe Taiber, Managing Partner at Taiko. “Each new RIA relationship begins with an empty gallery. From there, we take a consultative approach toward delivering advisory firms with investment programs that are fully customized to the needs of their clients and their identity.”

Taiko aims to be the differentiator that its clients can use to stand out in a hyper-competitive market by providing exclusive access to leading institutional managers. With more than two decades serving pensions, endowments and the wealth management marketplace, Taiko’s leadership team has long-standing relationships with hedge funds, venture capital firms, and private equity, private debt and real asset managers, that can’t be found on traditional TAMPs and alternative investment platforms. Taiko works with each client to offer a diversified set of managers and strategies that fit their unique investment philosophy and that have been vetted through Taiko’s rigorous due diligence criteria.

“Taiko’s partners receive a personalized investment program, complimented by institutional-quality research and tech resources that are designed to create efficiencies and scalability,” said Chris Horvath, Managing Director at Taiko. “Our clients will find that our high-touch approach was built expressly to empower their growth and improve their competitive position in the marketplace.”

Taiko’s OCIO solution enables firms to offload non-revenue-generating middle- and back-office responsibilities, including trading/rebalancing, billing, investment research, and portfolio accounting. The Taiko Portal provides a personalized, singular view of investment performance, vetted SMA managers and alternative investments, capital markets and economic research, alongside a series of dashboards that streamline communication with Taiko’s team, simplify workflows and strengthen the client experience.

Partnering with Taiko provides firms with a custom-tailored extension of their investment and operations staff that enables better client service and the opportunity to focus more intentionally on growth. For those interested in more information on partnering with Taiko, please visit

About Taiko

Taiko is a completely customizable, comprehensive OCIO solution powered by Taiber Kosmala & Associates, LLC, a Chicago-based boutique investment consulting firm founded in 2012 by a team of highly experienced investment professionals spanning over four decades across investment management, regulatory compliance, and institutional investment consulting. Leveraging the institutional research platform, boutique consulting heritage, and industry leading technologies of Taiber Kosmala, Taiko partners with RIAs, national advisory firms, broker dealers and trust companies ranging from $100M in assets to multi-billion-dollar national brands to act as an extension of their investment and operations back-office. Visit us at, and follow us for updates on Twitter at @taikoadvisor and LinkedIn.

About Taiber Kosmala

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 technology are a tremendous resource for our client base. The founding partners have worked together for over 20 years and have 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. For more information, visit our website and follow us on LinkedIn and Twitter.

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