Kos Consultants

Optimizing Alternative Investments & Reducing Hidden Costs for Institutional Investors Since 1987
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Your Fiduciary Advantage in Alternative Investments

Most institutional portfolios leak millions in unnecessary transaction costs and suboptimal alternative investment structures. We help investors:
→ Audit & optimize alternative investment programs
→ Save millions in transition management costs
→ Educate teams on fiduciary best practices

Specialized Services for Sophisticated Investors

Alternative Investment Audits

Is your program structured for today's market realities?
Peer benchmarking
Risk exposure analysis
Vehicle cost evaluation

Fiduciary Education Programs

National Seminars & Private Briefings
Trading cost management
Transition manager selection
Regulatory updates

Transition Management

Protecting portfolio value during restructurings.
Manager selection guidance
Real-time monitoring
Post-trade evaluation

Why Leading Institutions Trust Kos Consultants

30+ Years Wall Street Experience

Former Salomon Brothers VP & Bear Stearns MD.

Conflict-Free Advice

No brokerage relationships or hidden agendas.

Proven Results

$1B+ in documented client savings.

CFA Charterholder Standards

Chartered Financial Analyst since 1989.

Contact Us

Kos Consultants
18 Green Springs Drive
Madison, CT 06443
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