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TAIBER KOSMALA AND ASSOCIATES, LLC

Taiber Kosmala & Associates, LLC is a leading provider of investment consulting services with a robust national client base representing over $5 billion in assets.

Our founding partners have worked together for 17 years, and our senior professionals bring decades of combined experience across a diverse set of backgrounds.

Over the course of our careers, our professionals have consulted to a wide range of clientele including top performing university endowments, large public pension systems, regional healthcare institutions, Fortune 500 corporate pension plans, and affluent families.  Additionally, our consulting professionals have served in leadership capacities including chairing the investment committee, directing traditional manager research, and directing alternative manager research at well known national investment consulting firms.

The quality of our team, our commitment to intellectual integrity, and our unique approach translates into a compelling resource for investors to utilize in managing their fiduciary obligations and investment programs.  Our expertise in portfolio construction, manager research, risk management, and portfolio oversight are a tremendous resource for clients.

Taiber Kosmala & Associates, LLC is an independent, 100% employee owned firm and is registered as an investment advisor with the SEC.  Our offices are located in Chicago, IL.


OUR MISSION

Our mission is to provide the framework, expertise, and guidance to assist clients in fulfilling their responsibilities as stewards of investment capital and generate exceptional results. Our belief is if you provide an engaging, rewarding, and collaborative professional environment where talented senior professionals focus in a truly objective way on each unique client relationship, you will exceed client expectations and develop the successful long-term partnership that clients are ultimately seeking.


OUR VALUES

At Taiber Kosmala & Associates, LLC, we recognize that in the investment business, you often do well by taking the other side of the trade.

Therefore, while the industry trend across the country has been to launch new business lines, sell to larger organizations, and explore additional means of generating revenue, we are committed to maintaining a conflict free consulting platform so that we can truly place clients’ interests first.

Our core values and business structure allow us the freedom of intellectual integrity in the pursuit of strong results for our clients. We believe the best way to maintain objectivity and provide a client with unbiased advice is to structure our firm in such a way that eliminates all conflicts of interest.

  • 100% of our revenues are client invoices for investment advisory consulting services rendered.
  • We avoid the potential conflicts of interest resulting from offering other products or services to clients such as outsourced CIO services, proprietary fund of funds, brokerage & bank services, and other multi-manager discretionary products.
  • We are privately held, with no affiliates or parent company.
  • We do not charge investment managers to be part of our database or to be eligible for consideration by clients.
  • We do not allow investment managers to sponsor client conferences or institutes.
  • We maintain a comprehensive code of ethics that all employees must adhere.