Network·Venture Capital

Taiko

Unclaimed

📍 CHICAGO, IL

Venture Capitaltechnologybusiness services
www.advisor-os.com

SEC CRD #801-110639

About

Taiko - Institutional Investment Management Back Office Support Built For You CONTACT Institutional Investment Management Back Office Support Built For You Your custom investment solutions, powered by institutional research, delivered through leading edge technology and support. Talk with Taiko   Trusted by +325 advisors across America to manage over 19B+ Charles Schwab Fidelity Orion Investment Metrics Pershing Taiber Kosmala RBC YCharts Rigorous Research Meets Unparalleled Service Taiko is a Full-Service Chief Investment Officer for RIAs, advisor networks, broker dealers and trust companies. Our indepth research, transformative technology and sophisticated institutional level consulting knowledge delivers the expertise you need. Stop settling for cookie cutter solutions. Sophisticated Institutional Consulting Research Cutting Edge Technology - Fully Branded to You Transparent, Personal Service Build Custom ‍ Investment Programs Our team leverages institutional-caliber research and modeling tools to deliver exceptionally well-run investment programs. Experience our comprehensive system design, setup, and administration. Everything You Need Custom Investment Program Design Support Personalized gallery of institutional caliber SMA managers Custom designed models SMAs Dedicated Research Strategy and asset allocation guidance Unified managed account (UMA) construction Custom model management and trading Quarterly model performance and risk reporting Quarterly reporting and ong

Key Contact

PK

PHILLIP KOSMALA

CCO

📞 (312) 300-4781

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AUM

$5.1B

Location

CHICAGO, IL

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