Independent, Unbiased Investment Strategies Driven by Data and Experience

At Taiber Kosmala, we believe that data have a story to tell, but data is incomplete. To interpret that data, you need experience, you need expertise, and you need skepticism to see the herd, not follow the herd.

An Investment Strategy Built on a Solid Foundation

Intelligent, data-driven, experience-based solutions are what we deliver to all our partners. We’d love to use that approach to meet your investment needs.

Actionable opinions derived from original research
Independent advice based only on your needs
The use of technology as a differentiator
Matching senior-level consultants to every client

Actionable Advice Based on Original Research

Too many firms in the industry generate voluminous reports, read numbers back to you, and  balk at offering an opinion.

We do more. We deliver actionable advice based on our experience, our knowledge of your needs, and our insight into the market. Our insights are based on:

  • Over 1,000 meetings per year across a vast network of industry contacts.
  • Independent research.
  • Technology as a tool for enterprise knowledge management.

We won’t hide behind a model on a laptop. You deserve more, and that’s what we’ll deliver.

Independent Strategies: Never Biased, Never Compromised

We’re 100% employee-owned, and our loyalties are to each other and to our clients. We don’t push products, and we aren’t beholden to private equity, banks, brokerage firms, or a large parent organization.

That means you get:

  • Unbiased advice based on your needs.
  • Independent analysis based on the market.
  • Individualized strategies derived from our expertise.
  • The unvarnished truth.

At Taiber Kosmala and Associates, we have nothing to sell except our reputation. We have nothing to push except unbiased expertise.

Our belief is that by providing an engaging, rewarding, and collaborative professional environment where talented professionals focus objectively on each unique relationship, we will exceed client expectations and develop the successful long-term partnership all clients desire.”
Joe Taiber & Phil Kosmala

Managing Partners, Taiber Kosmala

Technology As a Driver

How does a boutique firm compete against large market big box competitors? What used to take an army of junior level employees days now takes a person a matter of minutes through the use of technology.

The industry no longer competes on headcount and number of pages in a report. It competes on value-added guidance and technology-enabled functionality. We scale through:

  • Real time enterprise level market intelligence.
  • Technology enabled RFPs and DDQs.
  • Industry leading modeling, reporting, and analytics software.

Experienced Consultants Working for You

It is our goal to have the industry’s most well-informed consultants for our clients.

When you meet, they should have the knowledge and expertise to address questions, solve problems, and offer guidance with confidence. That’s what you will encounter when dealing with Taiber Kosmala. This means:

  • A dedicated three-person team assigned to each relationship.
  • Tailored expertise and guidance for your needs
  • A continuous flow of information and insights

We don’t believe in shuffling you through a million intermediaries. Pick up the phone and talk to your senior-level consultant, every time. That’s our pledge to you.

Meet Our Team

Rethink the Research

The industry gives birth to a new mousetrap every so often with the promise that it’s a better way to operate.

Portfolio engineering, portfolio insurance, risk parity, smart leverage, black boxes, portable alpha, trading algorithms, risk budgeting, etc.  Ultimately, they’re all just wrapping risk and return with a different bow. Our team has institutional experience dating back to 1984. We’ve seen this movie already, and will cut through the marketing spin to help you see more clearly.

Creating Genuine Growth For All Our Clients  

We’re investors and regulators all working toward the same goal: to bring in-depth original research and cutting-edge technology to your investment needs, with the insight, analysis, and opinions to create sustainable investment strategies.

Expertise & Strategies for Institutional Clients

We deliver exceptional investment programs and adhere to industry best practices for non‐profit organizations and retirement plan sponsors.

I’m an Institutional Client

Real Experts Giving Real Advice for Wealth Advisors

We do the heavy lifting of market analysis and manager due diligence to provide customized investment strategies to grow your business.

I’m a Wealth Advisor

Your Partner in Providing Sound Strategies for Family Offices

We partner with family stewards to build intergenerational wealth for unique families through unique investment strategies.

I’m a Family Office

Get Real, Unbiased Investment Strategies

We re-think the research. We thrive on independence and experience. We work for you. Send us a note to find out how.

Send Us A Message