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Our Services

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Our Award-Winning Team

Meet the Talis team. We bring you more than 100 years of collective experience.

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Our Blog

Our views on events, research and issues that impact you.

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Latest Blog

Periods of low volatility allow you to shift focus from returns to goal planning

The second quarter of 2017 was much like the previous two, continuing the trend of low volatility despite global political uncertainty and events including the Syrian war and refugee crisis, Brexit, terrorism in Europe, the political aftermath of the U.S. election, and a growing North Korean nuclear threat.  During the second quarter, we saw positive returns from every asset class.  Developed international and emerging markets equities outperformed the U.S. market.  In the U.S. and emerging markets, large caps outperformed small cap stocks and growth stocks outperformed value.  In developed international markets, small outperformed large and growth outperformed value.  Almost all developed market currencies outperformed the U.S. dollar, most notably the Euro. 

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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, click on the video below or call us at 972.378.1795.

 

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Our Partners

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We have exclusive relationships with an elite group of partners that benefit our clients.

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Our Awards

Our team has consistently been recognized by notable publications such as CNBC, D Magazine and Texas Monthly.

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Our Firm

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Our brochure gives a comprehensive overview of our firm, philosophy and services.

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