Money manager
Taiber Kosmala & Associates
Institutional consulting on the WWA platform
$6B+ in assets under advisement, a fiduciary framework structured to remove conflicts of interest, and the manager behind Wealth Watch Advisors' in-house investment models and Bluerock real-estate access.
About the firm
About Taiber Kosmala
Taiber Kosmala & Associates serves a national client base representing well over $6 billion in assets under advisement. Client types include retirement plan sponsors, non-profits, financial institutions, and affluent families, with many relationships spanning 10+ years.
The firm is structured to eliminate conflicts of interest — no in-house products, no commissions, no affiliated brokerage.
Assets under advisement
$6B+
Client types
Retirement plans · Non-profits · Financial institutions · Affluent families
Also manages
WWA Investment Models · Bluerock Total Income+
Strategy
How the firm invests
- Custom investment programs rather than off-the-shelf models.
- Deep expertise in portfolio construction, manager research, risk management, and portfolio oversight.
- Robust fiduciary framework; TK also manages the in-house Wealth Watch Advisors Investment Models and WWA-client access to the Bluerock Total Income+ Real Estate Fund.
Role in portfolio
How Taiber Kosmala fits a WWA portfolio
Taiber Kosmala often serves as the core allocation — many WWA clients hold TK-managed WWA models as the spine of the portfolio, with single-discipline managers (Brookmont, Howard, ZEGA, etc.) layered around it for tilt and overlay.
Suitability
Who it's for
Not every manager fits every client. Here's when Wealth Watch Advisors leans in — and when a different sleeve is a better answer.
Good fit for
- Most WWA clients — TK shows up in some form via the WWA in-house models
- Clients who want institutional-style manager research and construction without building an institutional relationship themselves
Less suitable for
- Clients with very specific single-strategy mandates who do not need a coordinating consultant
Resources
Documents and partner links
Talk to a WWA advisor about Taiber Kosmala.
We’ll walk through whether Taiber Kosmala fits your situation — and, if not, which manager on the platform would.