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.
Nobel-Prize-Winning-Economist Myron Scholes reflects on Dimensional's beginnings and its unique approach to investing.
The retail financial advice business and the salesmen that masquerade as “financial advisors” want to convince you that they can deliver superior returns without taking additional risk to do so. Research tells us otherwise. As Milton Friedman famously stated, “there is no free lunch." But, the vast majority of individual investors never hear this message. Or, if they do, they can’t sort the truth from the hype. And, like your mother exhorting you to eat vegetables when you’d rather eat chocolate or pizza, reality may not sound as appealing as the sales pitch. It does, however, have a much greater probability of success.