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.
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
“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.”
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.