Institutional Investment Management & Back Office Support Built For You
Your custom investment solutions, powered by institutional research, delivered through leading edge technology and support.
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Trusted by +325 advisors across America to manage over 15B+
Charles Schwab
Fidelity
Orion
Investment Metrics
Pershing
Taiber Kosmala
RBC
YCharts
Rigorous Research Meets Unparalleled Service
Taiko is a Full-Service Chief Investment Officer for RIAs, advisor networks, broker dealers and trust companies. Our indepth research, transformative technology and sophisticated institutional level consulting knowledge delivers the expertise you need. Stop settling for cookie cutter solutions.
Sophisticated Institutional Consulting Research
Cutting Edge Technology -
Fully Branded to You
Fully Branded to You
Transparent,
Personal Service
Personal Service
Build Custom
Investment Programs
Our team leverages institutional-caliber research and modeling tools to deliver exceptionally well-run investment programs. Experience our comprehensive system design, setup, and administration.
Everything You Need
Custom Investment Program Design & Support
Personalized gallery of institutional caliber SMA managers
Custom designed models & SMAs
Dedicated Research
Strategy and asset allocation guidance
Unified managed account (UMA) construction
Custom model management and trading
Quarterly model performance and risk reporting
Quarterly reporting and ongoing manager due diligence services
Ongoing strategy and asset allocation guidance
Investment Committee meeting documentation services
Custom, advisor-centric portal
Advisor and third-party strategist billing administration and reporting
Branded investment and marketing deliverables
Taiko helps you GROW
Nimble
Build strategies and solutions that accommodate a wide array of client demands and address the dynamic nature of market volatility.
Complete
We combine sophisticated institutional consulting knowledge and cutting-edge technology to empower you to optimize your practice. Customize an open architecture and a model-driven investment program with marketing and operational solutions all tailored to your unique specifications.
Responsive
Our investment experts collaborate with your team to tailor an institutional- caliber investment program for your firm based on your philosophy, our experience, independent research, and informed market judgment.
Insightful
Taiko investment professionals work with your team to curate a line-up of top-tier, institutional managers and strategists—saving you from conducting due diligence on an indiscriminate listing of thousands of offerings. We then work with your team to provide diligent, ongoing oversight of your personal gallery of highly selective, well-vetted managers.
Rely on a Trusted Partner with a proven track record
The Takio team has provided us with a premier investment partner that helps us deliver the top quality portfolios that align with the values and goals of our clients.
Advisor Name
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Firm Name
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Samuel Lee
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CO-Founder
Rely on a Trusted Partner with a proven track record
I have give them a 5 star. Friendly interface and design, easy to use after learning different part of the app; Great team, terrific software. Very happy to be part of this!
Justine Brewer
Qualified Investor
When you’re ready to spend more time nurturing existing client relationships and developing new ones,
let Taiko build custom investment programs with you.
let Taiko build custom investment programs with you.
