Values. Expertise. Results.
Talis Advisors is an award-winning wealth management firm based in the Dallas suburb of Plano, Texas. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a fee-only Registered Investment Advisor, we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals and corporate executives.
We work for you, our client, and therefore make decisions that are in your best interest. We have no incentives to favor a particular strategy, asset class, fund manager or service provider. We operate with competence and objectivity driven by a focus on Nobel-prize winning financial economic research.
To learn more about how we're different from Wall Street and the typical retail financial advisor, call us at 972.378.1795.
Talis Advisors' Chief Investment Officer Brent Everett serves as expert source in Financial Times' Financial Advisor IQ March 17 article, "U.K. Advisors Adapt to Life After Commissions." The article examines the outcome of the U.K’s advisory industry's Retail Distribution Review, which eliminated most commission-based compensation, imposed additional requirements for fee transparency and training, and forced advisors to take clients’ potential risks into account when making recommendations. Click here to read the article: http://tinyurl.com/ntjs7ok.
The United States Securities and Exchange Commission (SEC) requires Registered Investment Advisors (RIAs) to update and file Form ADV annually. If you did not receive a Form ADV from your advisor, it's likely that you are working with a commissioned salesperson and you should seek advice elsewhere. Here is what Arthur Levitt, former SEC Chairman had to say about the difference between an independent Registered Investment Advisor, like our firm, and a broker:
“If you have more than $50,000 to invest, you should fire your broker and find an investment advisor. Brokerage firms would like for you to think that they perform the same functions as investment advisors. Many brokers call themselves ‘financial consultants’ or ‘financial advisors.’ But they are not the same as independent investment advisors.”