Institutional Clients

Sound, independent, and well-informed investment strategies for plan sponsors and non-profit institutions from a seasoned boutique firm.

Taiber Kosmala & Associates offers regulatory expertise and original investment advice for institutional investors.

Institutional investors have a lot to balance. They need to document a sound process and generate results. They need actionable advice that goes beyond a timid reading of reports. That’s what Taiber Kosmala provides. With expertise on the regulatory and investment side, we have the insight and experience to create unique solutions for every client, helping them provide their clients the best possible returns.

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Non-Profit and Retirement Plan Experts

No matter what your institutional or regulatory requirements are, we have an expert for you. You’ll be working with a senior professional who understands your unique needs and gives your program the attention it deserves.

Retirement Plan Sponsors

As a plan fiduciary, you have real world responsibilities. We have over 20 years of experience across regulatory, defined benefit, and defined contribution landscapes.

Our team is well versed in fiduciary best practices and works closely with sponsors and vendors to deliver robust results. Identifiable process, robust documentation, and strong results are the hallmarks of a well-run plan. We take pride in helping clients offer their employees a well‐run retirement savings vehicle to and through retirement.

Endowments and Foundations

Perpetual capital with a defined mission. Our mission is to help you meet yours by creating a sustainable long‐ term growth investment program that meets the organization’s risk, ethical, liquidity, and return objectives.

We apply our vast experience across the endowment and foundation marketplace to customize an investment program that balances your priorities with our institutional knowledge and expertise.

Our services include:

  • Investment Policy
  • Asset Allocation Analysis
  • Manager Search
  • Vendor Search
  • Performance Measurement
  • Investment Education
  • Trading & Custody Evaluation
  • Meeting Documentation
  • Socially Responsible Investment Programs
  • Plan Design Consulting
  • Alternative Investments

The Value We Provide Institutional Clients

Independent advice creating robust investment solutions.

At Taiber Kosmala, we know that every Plan Sponsor is different. Every non-profit has a different missions, but they all need independent, informed advice that doesn’t rely on mouse traps or cookie cutters. We treat every client as unique, and are driven to create unique and sustainable solutions.

Learn More About Our Strategy

“We have worked with institutional investors for over 20 years delivering customized investment programs for pensions, endowments, and foundations with success measure in terms of superior returns, appropriate risk, and comprehensive alignment with the organization’s mission and investment objectives.”

Joe Taiber

Managing Partner, Taiber Kosmala

With Taiber Kosmala, You Get Our Senior Advisors

We believe that every client deserves the experience and expertise of our senior investment advisors. Every one of our institutional clients gets:

  • Advisors with SEC experience
  • Advisors with investment experience
  • Advisors who can read the data in original and non-derivative ways
  • Actionable advice that fits your unique organizational needs

When you have decisions to make, you want to work with a team that understands your goals and strategies. That’s Taiber Kosmala. We’re here to work with you. 

Real Growth Starts Right Now

Let’s talk about meeting all your investment and regulatory needs. Connect with us today to start that conversation.

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