Fintech Impact

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 en