Expertise

Expertise

Our Multidisciplinary Approach And Offerings

Wealth Management

Wealth Management requires careful consideration of all areas of our client’s financial situation. Through a consultative approach, we discover and evaluate your needs, and, together, we develop, implement and monitor a course designed to achieve your specific goals.

We provide an integrated suite of services to effectively manage the breadth and depth of your wealth management needs. We have CERTIFIED FINANCIAL PLANNERS™, a CPA and an insurance arm under one roof. Our fiduciary duty applies to all of these areas, meaning we put your interest above ours when vetting solutions such as insurance.

We collaborate with an extensive network of partners for certain needs such as estate planning and tax services.

Our comprehensive services include:

  • Portfolio Management
  • Securities-based Lending
  • Comprehensive Financial Planning
  • Retirement Income
  • Risk Management
  • Estate Planning
  • Trust Services

Portfolio Management

We structure your portfolio to meet the goals established in the planning process by taking a prudent amount of risk and delivering efficient return.

We offer exclusive products | We have access to institutional products and cost structures that are not available through retail investment channels or to most individuals.1

Risk tailored to your tolerance | Globally diversified and currency hedged high credit quality/short duration fixed income is used to tailor portfolio risk based on a client’s measured risk tolerance.

We look at the big picture | We explore alternative asset class and total return strategies that are not correlated with stocks or bonds.

Risk parity maintains balance | We consider a risk parity approach that seeks to maintain a consistent total level of portfolio risk, used in combination with strategic asset allocation or as a stand-alone solution for clients that prefer tactical asset allocation.

Multifactor strategic asset allocation  | We create models designed to effectively capture market returns and value, size, momentum and profitability premiums.

1. Funds from Dimensional Fund Advisors (DFA) have a $2M minimum investment that is waived for clients of Talis Advisory Services, LLC (Talis).  Some funds from Applied Quantitative Research (AQR) are closed to new investors, not including clients of Talis. Some fund share classes from AQR and Goldman Sachs carry lower expense ratios and are only available through select financial advisors, including Talis.

Securities-based Lending

Talis Advisors’ suite of comprehensive wealth management services includes access to select financial institutions that offer lending solutions based on financial assets. Our key banking partner is TriState Capital Bank.

TriState Capital Holdings, Inc. (NASDAQ: TSC) is a bank holding company headquartered in Pittsburgh, Pa., and its TriState Capital Bank subsidiary has $2.9 billion in assets, as of June 30, 2015. TriState Capital's Private Banking team specializes in working with wealth management firms to create flexible asset lending solutions, combining the capabilities of a large financial institution with the personalized service of a smaller bank.

Securities-based borrowing can offer a number of benefits. In many cases, this type of credit is more accessible and more cost-effective than other alternatives. In addition, borrowing against the value of eligible assets can avoid realizing taxable capital gains and allow a long-term investment strategy to remain intact.

Financial Planning

Though comprehensive financial planning focuses on gathering and analyzing information, the greatest result is often less tangible — the peace of mind from knowing you’re on the right path.

An element of every financial plan we create for our clients is retirement income planning. We integrate this into your comprehensive financial plan or provide this as an individual service.

Below is what you can expect as we explore your specific circumstances:

  1. Establish and define the scope of our engagement.
  2. Gather and understand information about your position and aspirations.
  3. Process and analyze data, creating your financial plan.
  4. Recommend paths to financial success and security.
  5. Implement recommendations, assisting with  execution and providing guidance.
  6. Monitor progress toward successfully meeting your goals and objectives.

Click here to read a more detailed  overview of our financial planning philosophy and process.

Online Estate Planning

Netlaw Estate Planning

In addition to working in-person with our clients, we are also able to offer an easy online estate planning tool called Netlaw. Through this partnership, you have access to essential estate planning documents such as Last Will & Testament, Healthcare Directives, Financial Power of Attorney,a Pet Trust and for an expanded membership, a Living Trust.

NetLaw utilizes an innovative, online system that was recognized by the American Bar Association with the James I. Keane e-Lawyering award in 2012. NetLaw complements its solutions with a state-specific attorney network to enable customers to maximize the value of their NetLaw investment. Click here to get started: https://goo.gl/0CeMoN or here for more information: talisadvisors.com/netlaw.

To learn more about the Talis Difference and see additional information about our firm, click here to read our company brochure or call us at 972-378-1795.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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