Taiber Kosmala & Associates, an independent investment consulting company that advises on more than $15 billion in client assets, announced Tuesday the launch of Taiko, a boutique, full-service outsourced chief investment officer solution developed for RIAs, national advisory firms, broker-dealers and trust companies.
Taiko offers “growth-minded firms with bespoke institutional-grade investment portfolios, a personalized investment and operations back-office and an integrated technology stack by combining the institutional research platform and consulting heritage of Taiber Kosmala with custom technology, it said.
Taiko was developed to serve RIAs and financial institutions ranging from $100 million in assets under management to multibillion-dollar national enterprises, the company noted.
The company said it is looking for Taiko to be the “differentiator that its clients can use to stand out in a hyper-competitive market by providing exclusive access to leading institutional managers.”
Originally published by: https://www.thinkadvisor.com/2022/11/03/envestnet-demos-tech-enhancements-at-schwab-impact-tech-roundup/