Taiber Kosmala & Associates

What Taiber Kosmala & Associates does

Taiber Kosmala & Associates, LLC is an independent, 100% employee-owned investment consulting firm headquartered in Chicago that delivers customized investment programs to three core client segments: institutional clients (corporate and public retirement plans, endowments, foundations); wealth advisors and RIAs (including national advisory firms, broker-dealers, and trust companies); and family offices. The firm is co-led by Joseph Taiber and Phil Kosmala, both CFA charterholders with over 25 years of consulting experience, and operates with a senior-led engagement model in which each client is served by a dedicated three-person team with senior advisors. The firm advises on over $15 billion in client assets and supplements its consulting work with more than 1,000 industry meetings per year that feed original research.

The firm's core technical platform comprises a real-time enterprise-level market intelligence system, technology-enabled RFP and DDQ workflows, and a performance reporting system that tracks live peer data on over 3,500 trust funds and approximately $1.5 trillion in assets, supporting risk metrics, private market program data, and benchmarking across client portfolios. Productized offerings are anchored by Taiko, a boutique full-service Outsourced Chief Investment Officer (OCIO) solution launched in November 2022 that packages institutional research with a custom technology stack for growth-oriented advisory firms. The firm publishes a recurring research content engine including a Weekly Market Review newsletter, Quarterly Review, Client Brief, Flash Market Memos, and a weekly 30-minute Monday webinar called The Weekly Set.

Revenue is generated through fee-based investment consulting services billed on a recurring basis, with custom engagement scopes covering asset allocation analysis, manager search and due diligence, investment policy development, performance measurement, risk analysis, tax-loss harvesting, alternative investments advisory, and OCIO mandate execution for the wealth advisor channel. Pricing is not publicly disclosed; all engagement is direct, with no retail distribution, no proprietary product sales, no brokerage or custody services, and no private equity, bank, or parent ownership relationships — all of which the firm positions as conflict-of-interest safeguards.

Name

Taiber Kosmala & Associates

Legal name

Taiber Kosmala & Associates, LLC

Website

https://taiberkosmala.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Taiber Kosmala & Associates is an independent, 100% employee-owned Chicago-based investment consulting firm advising institutional retirement plans, wealth advisors, RIAs, and family offices on asset allocation, manager due diligence, and OCIO services, supported by proprietary performance reporting and original research across $15B+ in client assets.

Ownership category

akta.pro rank

Product category

Investment Consulting Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Management Consulting Services (541618)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Investment consulting
• OCIO services
• Asset allocation
• Manager due diligence
• Family office advisory

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Consulting Services: Fee-based investment consulting services for institutional clients, financial intermediaries, and family offices. Services include asset allocation analysis, manager search, investment policy development, performance measurement, and ongoing advisory services.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Taiber Kosmala & Associates is an independent, 100% employee-owned investment consulting firm that designs and implements custom investment programs for institutional retirement plan sponsors, non-profits/endowments/foundations, wealth advisors/RIAs/broker dealers/trust companies, and family offices. Services span asset allocation, investment manager search and due diligence, performance measurement, investment policy development, ongoing advisory, and alternative investment guidance. The firm's branded OCIO offering, Taiko, provides a full-service outsourced chief investment officer platform with bespoke institutional-grade portfolios and an integrated technology stack.

Product overview

Taiber Kosmala & Associates is an independent, 100% employee-owned investment consulting firm that creates and implements custom investment programs for institutional clients, financial intermediaries, and family offices. The firm operates a platform-plus-services model anchored by its core consulting heritage and technology infrastructure. The primary branded product is Taiko, a boutique full-service OCIO (Outsourced Chief Investment Officer) solution for RIAs and advisory firms. Core services include portfolio model management, investment manager selection and due diligence, asset allocation analysis, tax loss harvesting, performance measurement, and alternative investments advisory. The firm delivers research through recurring publications including Weekly Review, Quarterly Review, Client Briefs, and Flash Market Memos. Technology-enabled functionality supports real-time market intelligence, technology-enabled RFPs and DDQs, and industry-leading modeling, reporting, and analytics software. The firm manages approximately $15 billion in client assets and maintains over 1,000 annual meetings with industry contacts.

Differentiator

Problem solved

Functional benefit

Brands

• Taiko: A boutique, full-service Outsourced Chief Investment Officer (OCIO) solution built for RIAs, national advisory firms, broker dealers and trust companies. Provides growth-minded firms with bespoke institutional-grade investment portfolios, a personalized investment and operations back-office and an integrated technology stack.

Products and services

• Investment Consulting for Institutional Clients Custom investment programs and advisory services for institutional clients including corporate and public retirement plan sponsors (defined benefit and defined contribution), non-profit endowments, and foundations. Services include investment policy development, asset allocation analysis (strategic and tactical), investment manager search and evaluation, performance measurement and reporting, trading and custody evaluation, socially responsible/ESG investment programs, plan design consulting, and alternative investments advisory covering private equity, private debt, venture capital, and infrastructure.
• Investment Consulting for Wealth Advisors Investment consulting and OCIO-style support for registered investment advisors, national advisory firms, broker dealers, and trust companies. Provides portfolio model management (conservative through aggressive iterations aligned to philosophy), unbiased investment manager selection and due diligence, portfolio asset allocation and dynamic rebalancing, in-depth capital markets and economic/policy/technical research, tax loss harvesting for high-wealth clients, and fee and expense reduction diligence. Functions as an extension of the advisor's research staff.
• Investment Consulting for Family Office Clients Investment consulting for family office principals and family stewards responsible for maintaining, protecting, and growing intergenerational wealth. Includes asset allocation guidance, continuous monitoring and routine contact with investment managers, customized performance and risk reporting (using a system tracking 3,500+ trust funds and approximately $1.5 trillion in assets), tax-efficient investing strategies, alternative investment advisory, and coordination with legal, tax, and insurance advisors.
• Taiko OCIO Solution A boutique, full-service Outsourced Chief Investment Officer (OCIO) solution built for Registered Investment Advisors (RIAs), national advisory firms, broker dealers, and trust companies. Combines the firm's institutional research platform and consulting heritage with innovative custom technology to deliver bespoke institutional-grade investment portfolios, a personalized investment and operations back-office, and an integrated technology stack. Targets growth-minded advisory firms seeking differentiated investment offerings and operational scale.

Quantifiable outcome

• Over $15 billion in client assets advised
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Meketa Investment Group: Independent, employee-owned investment consulting and OCIO firm serving institutional clients including pensions, endowments, and foundations. Directly comparable business model, conflict-free ownership structure, and OCIO focus to Taiber Kosmala.
• Marquette Associates: Chicago-based, employee-owned investment consulting firm providing institutional OCIO, asset allocation, and manager research to plan sponsors and non-profits. Closely comparable mid-size consulting peer with similar independence positioning.
• NEPC (New England Pension Consultants): Independent investment consulting firm advising pensions, endowments, foundations, and corporate plans on asset allocation, manager selection, and OCIO. Directly comparable across core consulting services, target clients, and independent ownership model.
• Cambridge Associates: Independent investment consulting firm focused on OCIO, manager research, and private investments for endowments, foundations, and families. Direct peer in target segments, OCIO delivery, and private markets emphasis.
• Verus: Independent investment consulting firm providing OCIO, asset allocation, and manager research to institutional clients. Comparable independent model and OCIO-led growth strategy targeting pensions, foundations, and endowments.

Broad incumbents

• Mercer Investment Consulting: Global consulting firm with a major investment consulting and OCIO practice serving institutional clients. Broader incumbent offering the same core services (asset allocation, manager research, OCIO) at significantly larger scale and global reach.
• Aon Investments: Large global consulting and insurance firm with a substantial investment consulting and OCIO practice. Competes with TK for institutional and corporate plan mandates but operates at much greater scale and as part of a broader services portfolio.
• Russell Investments OCIO: Large global asset manager and OCIO provider serving institutional and intermediary clients. Overlaps with TK's Taiko offering in serving RIAs and wealth platforms with OCIO solutions but at significantly greater scale.

Emerging players

• Envestnet: Wealth management technology and OCIO platform serving RIAs and advisor firms with model portfolios, UMA, and portfolio analytics. Adjacent competitor to Taiko in the RIA/intermediary channel with broader fintech capabilities.

Others

• Orion Advisor Solutions: Wealthtech platform providing trading, portfolio management, and account aggregation to RIAs. Several TK managing directors (Jollensten, Magnussen) previously built Orion's Eclipse trading platform, making it a close technology and channel relationship though not a direct consulting competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/taiber-kosmala-and-associates-llc
• Xx.com/KosmalaTaiber

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Taiber Kosmala & Associates