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By Stephen Hart

Several years ago a new term showed up in the financial world, a unicorn. It refers to a recently established tech startup that has achieved a valuation of $1B. Think of companies like Uber, Dropbox or Airbnb. All of which are relatively young companies that very rapidly achieved a $1B valuation. Keep in mind that hundreds of similar tech companies are started every year and are either on the long road to $1B or will never get there at all. Thus, the successes have become as rare as a unicorn.


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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