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Talis Advisory Services is an independent, fee-only Registered Investment Advisor. As a fee-only RIA, we do not receive compensation from the provider of any product that we recommend. This is the only compensation method that guarantees the objectivity of the advisor. The advantages of partnering with Talis Advisory Services are many, but a few are listed below:
- Access to Dimensional Fund Advisors institutional mutual funds. These funds are not available through brokers or other retail investment channels.
- A turn-key, fee-only 401(k) product with direct access to administrative support from a 70 year old Philadelphia law firm with a staff of ERISA attorneys.
- Highly efficient portfolio models optimized for risk adjusted return with extremely low expense ratios.
- Attractive fee split arrangements with qualified firms.
- Performance reporting.
- Custodial relationship with TD Ameritrade Institutional and/or Schwab Institutional.
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