Taiber, Kosmala & Associates, LLC

Taiber, Kosmala & Associates, LLC (TKA) is a Chicago-based financial advisor firm founded in 2012 by Joseph Taiber and Philip Kosmala. TKA specializes in providing investment advice to corporate pension plans, high net worth individuals, foundations, and other entities. The firm assists clients in assessing financial objectives, developing asset allocation strategies, and creating Investment Policy Statements tailored to each client's goals. TKA also offers services such as investment manager searches and ongoing performance evaluations. Clients can expect to pay annual fees ranging from 0.05% to 1.00% of advised assets for combined services, with additional fees for Investment Policy and Strategy and Investment Manager Search services. TKA does not charge performance-based fees and typically requires a minimum account size of $5,000,000 and an annual fee of $25,000 for investment supervisory services. TKA acts as a fiduciary and does not have any disciplinary events in the past 10 years. The firm does not engage in soft dollar arrangements and provides investment discretion to clients through limited power of attorney. Clients' accounts are held in custody by unaffiliated broker/dealers or banks, and TKA does not vote on client securities. Joseph Taiber and Philip Kosmala, the firm's founders, hold the CFA designation and have extensive experience in the financial industry. Christopher Horvath, a Vice President at TKA, brings a background in communications and economics to the team. Clients can contact TKA's Chief Compliance Officer, Phillip Kosmala, for any inquiries or additional information.