In this episode of Fintech Impact, Jason interviews Chris, the Managing Director of Taiko Advisor. Taiko Advisor, powered by its parent company Taiber Kosmala and Associates, leverages institutional research and technology to offer bespoke investment solutions through an OCIO (Outsourced Chief Investment Officer) model. The conversation delves into the establishment of Taiko, its value proposition for financial advisors, and the nuanced details of operating a tech-enabled OCIO in today's financial environment.

Episode Highlights:

• 00:10: Jason introduces the episode and welcomes Chris from Taiko Advisor, setting the stage for a conversation about how Taiko combines traditional investment consulting with modern technology to create customized investment platforms for financial advisors.
• 03:41: Delving deeper, Jason probes into the partnership dynamics between Taiko and investment managers, exploring how Taiko sources managers through an institutional lens, and the due diligence involved in these partnerships to ensure clients receive competitive pricing and access to unique investment opportunities.
• 05:35: The narrative progresses to how Taiko implements these tailor-made investment programs. Chris outlines how strategies are built out within the advisors' systems and how Taiko's unique portal facilitates direct communication and trading requests between advisors and Taiko's back-office team.
• 07:07: Transitioning to the technology and discovery phase, Chris emphasizes the importance of understanding each advisory firm's unique setup and needs, discussing how Taiko customizes its services to align with clients' existing technologies and processes.
• 09:48: The conversation wraps up with insights on the ongoing support Taiko provides, including quarterly investment committee meetings that offer in-depth reviews of model portfolios, manager performance, and relevant market observations.
• 12:56: Looking to the future, Chris speaks about Taiko's plans to expand its offerings, particularly within the alternative investment space, leveraging the team's institutional experience to source compelling private equity, credit, and real assets opportunities.

Key Takeaways

• Taiko Advisor offers a unique value proposition for financial advisors by providing institutional-grade investment consulting combined with scalable technological solutions.
• The OCIO model enables advisors to outsource complex investment decisions, allowing them to focus on client relationships and business growth.
• Continuous innovation, particularly in the realm of alternative investments, reflects Taiko's commitment to addressing evolving market demands and advisor needs.

Tweetable Quotes:

• "Leveraging institutional heritage with innovative technology allows us to serve advisors in a scalable format." - Chris
• "Our aim is to empower advisors to grow their business and serve their clients better." - Chris
• "Introducing scale to your business doesn't mean losing personalization." - Chris

Resources Mentioned:

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• Podcast Editing
• https://www.linkedin.com/in/cahorvath/
• https://www.taikoadvisor.com/

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