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CLIENTS

OUR CLIENTS

Taiber Kosmala & Associates, LLC brings a substantial amount of experience across a wide variety of clients including retirement plan sponsors, non-profits, financial institutions, and affluent families.

Our national client base represents well over $5 billion in assets under advisement and have, in several instances, over 10 years of history with the firm’s professionals.

Over the years, the firm’s investment professionals have served investors ranging from small not for profits and affluent families to large sophisticated institutional investors. The collective knowledge base and investment approach of the firm’s professionals is leveraged to develop and implement a customized investment program for each client at the firm.

Our goal for every client of the firm is to generate superior results by managing risks, controlling costs, and delivering insightful investment guidance. Maintaining consistent execution of the Taiber Kosmala & Associates investment process under our robust fiduciary framework gives us a high degree of confidence that we will continue to exceed client expectations for years to come.