TAIBER, KOSMALA & ASSOCIATES, LLC

Overview

Taiber, Kosmala & Associates, LLC is an SEC-registered investment adviser organized as an LLC that focuses on institutional mandates. The firm provides portfolio management for businesses and institutions, pension consulting services, and selection of other advisers, positioning itself as a capital allocator that combines discretionary portfolio oversight with the use of outside specialists. Its fee model mixes a percentage-of-AUM component with fixed fees. The firm is not an active ESG investor and is not registered as a multistate adviser. Investment activity centers on pooled public vehicles—primarily mutual funds—while the firm also engages third‑party external managers to access alternative strategies. That structure suggests Taiber, Kosmala & Associates emphasizes diversified, manager-driven allocations for institutional clients and uses outside managers where specialist capabilities are required.

Assets & Accounts

Investments & Alternatives

Location & Offices