Our Partners
CAFG Private Wealth is an independent, privately owned, fee-based financial planning and investment advisory firm. As an independent firm, we have built a team of professional resources to provide specialized knowledge and skill when needed. By coordinating specific expertise in this way, we provide the objective, personalized solutions our clients need to achieve their goal of accumulation, protection and distribution of their wealth.
Taiber Kosmala is a trusted member of the CAFG Private Wealth's Investment Committee and research staff. Our dedicated team, led by Phil Kosmala provides CAFG with the following:
- A rigorous process for investment manager and investment product due diligence: TKA conducts hundreds of face to face investment manager meeting around the globe on an annual basis.
- Comprehensive capital markets intelligence to assist CAFG's Investment Committee in the creation and rebalancing of the CAFG Core and Tactical Portfolio Models.
- Access to customized solutions including private and alternative investments.
We have partnered with Charles Schwab Institutional to act as the primary custodian for our client accounts. Services to CAFG Private Wealth include:
- The custody of client funds and securities
- The execution, clearance and settlement of security transactions
- Preparation and delivery of periodic account and transaction confirmation statements
- Operation and Technology support.