(Business Wire) - Taiko Platform upgrade is designed to simplify investment sourcing and selection process for advisors, introduce more efficient investment management workflows.
Taiko, a boutique, full-service OCIO solution built for RIAs, national advisory firms, broker dealers and trust companies, today announced the unveiling of its Strategy Gallery feature, a platform upgrade that efficiently sources investment solutions for advisors. This new and evolving functionality provides access to exclusive alternative investments, along with a highly curated gallery of separately managed accounts (SMAs) and custom portfolio strategies.
The new Strategy Gallery supplements and enhances Taiko’s institutional-caliber investing platform, enabling advisors to deliver bespoke investment solutions for clients. Advisors can search and readily access an array of pertinent information regarding investment managers, due diligence, holdings and performance. Each firm’s investment solutions will be unique to their identity, featuring custom managed and approved third-party strategies as an output of Taiko’s collaborative and consultative process. Strategy Galleries give advisors the option to allocate across client accounts to a particular strategy or select a custom combination.
"With technical expertise and an extensive background in institutional investment consulting, Taiko empowers advisors to provide personalized, high-caliber investment strategies to their clients," said Chris Horvath, Managing Director at Taiko. "This new interface gives advisors an interactive, yet custom, curated gallery of investments, creating a more efficient pathway to source diversified investment solutions in both public and private markets."
The Strategy Gallery displays clearly outlined and detailed investment strategies in a filterable format, providing advisors with a simplified workflow to streamline the process of identifying investments that meet their desired criteria. Alongside traditional investments, alternative investments are categorized by hedge funds, private equity, private credit, real assets, and other private market strategies. Advisors receive access to customized messaging and strategy updates for each investment opportunity, empowering them to communicate effectively and educate clients about new opportunities and allocations.
"Taiko’s Strategy Gallery is an intuitive and easily navigable feature that provides our advisors with valuable insight when sourcing investment strategies," said Brian Vendig, CPA, AIF®, President of MJP Wealth Advisors, an independent RIA with approximately $1 billion in assets under management. "It represents the ideal blend of simplicity and completeness of information, affording advisors greater confidence throughout the investment selection process."
Taiko was recently launched by Taiber Kosmala & Associates, an institutional consulting firm advising on more than $15 billion in client assets that creates and implements custom investment programs. Taiko offers a collaborative outsourced chief investment officer (OCIO) process, characterized by institutional-grade investment management and robust back-office support.
Joe Taiber, Managing Partner at Taiko, added, "Everything we do at Taiko is designed to elevate advisors’ overall investment consulting experience by arming them with proactive information across all aspects of their investment program. Strategy Galleries allow advisors to maintain command of their clients’ investment experience while deriving value from a consultative, strategic OCIO partner."
Taiko provides growth-minded firms with bespoke institutional-grade investment portfolios, a personalized investment and operations back-office, and an integrated technology stack. For those interested in more information on partnering with Taiko, please visit taikoadvisor.com/get-started.
About Taiko
Taiko is a completely customizable, comprehensive OCIO solution powered by Taiber Kosmala & Associates, LLC, a Chicago-based boutique investment consulting firm founded in 2012 by a team of highly experienced investment professionals spanning over four decades across investment management, regulatory compliance, and institutional investment consulting. Leveraging the institutional research platform, boutique consulting heritage, and industry leading technologies of Taiber Kosmala, Taiko partners with RIAs, national advisory firms, broker dealers and trust companies ranging from $100M in assets to multi-billion-dollar national brands to act as an extension of their investment and operations back-office. Visit us at taikoadvisor.com, and follow us for updates on Twitter at @taikoadvisor and LinkedIn.
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By Business Wire
March 30, 2023
