Taiber Kosmala & Associates, LLC brings a substantial amount of experience across a wide variety of clients including retirement plan sponsors, non-profits, financial institutions, and affluent families.
Their national client base represents well over $6 billion in assets under advisement and have, in several instances, over 10 years of history with the firm’s professionals.
Over the years, the firm has served investors ranging from small not for profits and affluent families to large sophisticated institutional investors. The collective knowledge base and investment approach of the firm’s professionals is leveraged to develop and implement a customized investment program for each client at the firm.
The goal for every client of the firm is to generate superior results by managing risks, controlling costs, and delivering insightful investment guidance. Maintaining consistent execution of the Taiber Kosmala & Associates investment process under their robust fiduciary framework gives them a high degree of confidence that they will continue to exceed client expectations for years to come.
The quality of the TK team, their commitment to intellectual integrity, and their unique approach translates into a compelling resource for investors to utilize in managing their fiduciary obligations and investment programs. Their expertise in portfolio construction, manager research, risk management, and portfolio oversight are a tremendous resource for clients.
The core values and business structure allow for the freedom of intellectual integrity in the pursuit of strong results for clients. TK believes the best way to maintain objectivity and provide a client with unbiased advice is to structure their firm in such a way that eliminates all conflicts of interest.
Taiber Kosmala & Associates, LLC is an independent, 100% employee owned firm and is registered as an investment advisor with the SEC. Their offices are located in Chicago, IL.
You can view and download the Taiber Kosmala ADV Part 2A by clicking here.
The fact sheets you are looking for are currently unavailable. If you have any questions, please contact our Operations Team at 1-855-822-3708.