Based in the Dallas suburb of Plano, Texas, Talis Advisors provides comprehensive wealth management solutions for a nationwide client base. As a fee-only Registered Investment Advisor, we deliver independent and objective advice to our clients without the conflicts of interest that exist in the typical commission-driven advisor relationship. As a fiduciary, it is our duty to put the best interest of our clients first at all times. Learn more about the advantages of working with a Registered Investment Advisor at RIA Stands For You.
Our award-winning team includes CPAs, CFP®s, attorneys and experts with extensive experience in wealth management - including financial planning, portfolio management, risk management, estate/tax planning and employer sponsored retirement plans. Our investment process is based on Nobel Prize winning research and we work closely with industry leaders, including Dimensional Fund Advisors (DFA Funds), Applied Quantitative Research (AQR Funds), Vanguard and Goldman Sachs.
To learn more about how we're different from the Wall Street firms and the typical retail financial business, call us at (972) 378-1795 or read our firm brochure.
Weighing in at over $9.3 trillion in 2013, the US mutual fund industry is large - and intensely competitive. Selecting a successful fund manager is much harder than it may appear.