About Taiko
Learn more about the company and the team behind it.
The Taiko Story
Joseph D. Taiber and Phillip J. Kosmala have been in the institutional investment consulting industry for over 20 years. They worked together at two prior consulting firms, acting in several leadership, research, and consulting capacities including roles of Director of Manager Research, Senior Consultant, Chief Compliance Officer, Director of Alternative Investment Research, and Investment Committee Chairman. The pair maintained a national clientele of endowments, foundations, corporate and public defined benefit and defined contribution plans, financial intermediaries, and affluent families.
When the time was right, Joe and Phil branched off and established Taiber Kosmala and Associates, LLC, an independent investment consulting firm now advising over $15B in client assets. Taiber Kosmala & Associates creates and implements custom investment programs for institutional clients, financial intermediaries, and family offices.
Founded on the substantial enterprise knowledge base of Taiber Kosmala and Associates, LLC, Taiko recognizes and solves for the most common investment and operational pain points of the advisor community. Taiko is revolutionizing the advisor investment experience via proprietary technology, seamless workflows, unparalleled service, and deep investment knowledge.
We’ve collaborated with hundreds of companies
We’re only just getting started on our journey
Taiko exists to power accelerated growth and profitability through a scalable platform of investment and practice management tools and technologies for independent advisors.
$15B+
Under Advisement
325+
Advisors Served
5
Recessions Navigated
9
Bear Markets Endured
Trusted by +325 advisors across America to manage over 15B+
Charles Schwab
Fidelity
Orion
Investment Metrics
Pershing
Taiber Kosmala
TD Ameritrade
YCharts
Meet our team
Our philosophy is simple — hire a team of diverse, passionate people and foster a culture that empowers you to do you best work.
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Our Values
How we work at TAIKO
Our shared values keep us connected and guide us as one team.
Unbiased Independence
We are 100% employee-owned so we aren’t beholden to private equity, banks, brokerage firms, or a large parent organization. That means no hidden fees on top of fees. You get independent and unbiased guidance based on our knowledge, your needs, and an open-architecture suite of solutions.
Streamlined Integration
To help you power past the transformative challenges shaping our industry, we deliver targeted solutions aimed at increasing your efficiency, growth, and success. Along with robust OCIO services, Taiko’s platform includes operational, technological, marketing, and networking systems. Our seamlessly integrated approach represents a leap forward. Think of it as a customized optimization of your capabilities.
Approachable Accessibility
You deserve reliable access to the expanded resources you need to compete. We fill that need by operating as a trusted extension of your team. When you need us, just pick up the phone and speak directly with a senior-level expert. It’s our goal to have the industry’s most accessible and knowledgeable consultants. Count on us being as passionate as you are about meeting the needs of your clients.
Trusted Knowledge
We know you are short on both time and access to industry-leading research. We spend our time and invest our capital on research dedicated to helping clients. Our highly credentialed team informs your firm with an executive level analysis of economic and capital markets intelligence. Complementing your existing resources with our enterprise knowledge enables you to stay focused on personalized client attention and revenue generation.
Prudent Deliberation
Taiko approaches investment guidance and management with time-tested, institutional discipline. We guide you through volatile market conditions by applying informed market judgment and the collective enterprise knowledge of a team that has managed institutional portfolios for over 20 years. With a steady hand, we help you and your clients take advantage of investment opportunities and avoid unproductive overreactions. We know from experience this is what leads to exceptional results.