As an independent investment consulting firm advising over $15B in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional clients, financial intermediaries, and family offices.
We offer a wide range of investment strategies supported by robust institutional research that are designed to manage market volatility and provide a unique combination of passive and active management.
Our clients’ investment portfolios can include Exchange Traded Funds, individual equities, individual municipal bonds, and private equity components, as applicable to each client’s needs and eligibility. Whether a client is looking for lower volatility strategies; dividend paying strategies; ESG focused strategies; or straight forward asset allocation strategies – we have a solution.
We are thrilled to be one of a select number of firms supported by our strategic investment partner, Taiber Kosmala & Associates, LLC (TKA). TKA is fiercely independent with no compensation tied to any fund family or third-party managers. They provide intelligent, data-driven and experience-based solutions, defined by a seasoned investment team with five Chartered Financial Analysts®.
Phillip Kosmala specializes in investment consulting and is the Co-Founder of Taiber Kosmala & Associates. He has more than 15 years’ experience in the investment consulting industry.
Before co-founding Taiber Kosmala & Associates, LLC, Phil held several leadership, research and consulting positions at Lowery Asset Consulting, including Executive Vice President, Director of Manager Research, Chief Compliance Officer and Chairman of the Investment Committee. Phil and his team advised a national client base of endowments, foundations, plan sponsors and affluent families. Additionally, he also headed the manager research efforts and capital markets research, tactical asset allocation and manager research and diligence for the Investment Committee.
Phil also served as acting Chairman of the Investment Committee and Manager Research Director at DiMeo Schneider & Associates, LLC. In the early 1990s, he spent four years with Securities and Exchange Commission (SEC) as an auditor of money management firms and registered investment advisers, which made for a natural extension into future manager research and diligence and chief compliance officer roles.
Phil is known for his industry knowledge and has been quoted in several national publications and made appearances at various industry conferences.
Joseph Taiber, Co-Founder of Taiber Kosmala & Associates, LLC has been in the investment consulting industry for over 15 years. Joe’s consulting and research experience covers all aspects of investment consulting services including asset allocation studies, liability and spending policy modeling, risk budgeting analysis, manager evaluation, portfolio structure reviews, custodial searches, capital markets research, and performance monitoring.
Prior to establishing the firm he held senior level consulting and research positions at several national consulting firms including Lowery Asset Consulting, DiMeo Schneider & Associates, and Pearson Financial. At Lowery, Joe was the Director of Alternative Investment Research, was a senior member of the firm’s investment committee, and maintained a national clientele of corporate and public defined benefit and defined contribution plans, endowments, foundations, and affluent families. Joe has also held senior research and investment consulting roles at DiMeo Schneider & Associates as a Senior Investment Consultant and investment committee member at the firm and also worked as a research analyst at Pearson Financial Group focusing on manager analysis, performance attribution, and portfolio construction.
Joe has been quoted in various national media publications, featured on television, and has appeared at various industry conferences throughout his career. He holds a bachelor’s degree in finance from the University of Iowa, has been awarded the CFA designation, and is a member of the CFA Institute and the CFA Society of Chicago.
Christopher Horvath is a Managing Director and Investment Adviser Representative at Taiber Kosmala & Associates, LLC. Chris serves as a member of the firm’s investment committee and brings over 13 years of investment advisory experience to the team. Chris primarily works with the firm’s Registered Investment Adviser (RIA) and family wealth clientele.
Chris’ experience extends to a multitude of areas within the investment consulting and RIA industry including investment analysis, financial planning, operations, and technology development and implementation. Chris has owned and operated multiple RIA firms throughout his career and has consulted with several RIAs from startups to multi-billion dollar firms. Additionally, Chris serves as a steward to family office clients and high net worth families by delivering investment advisory services. Chris is a graduate of St. Petersburg College and holds his Series 65 Investment Adviser securities license.