Are you a financial professional who is interested in expanding your services to include wealth management?  If so, you may wish to consider partnering with Talis Advisors.

Talis is an independent Registered Investment Advisor.  As such, we are a fiduciary and we operate under a much higher standard than the suitability standard of most retail investment firms, making us a superior choice for inclusion in your professional practice.  As proponents of modern portfolio theory and passive investment management, we share the philosophies of the world's most respected financial economists.  We design portfolios using institutional mutual funds that are typically not available to individuals. In addition, we are an independent firm and are unbiased in our investment recommendations.  We are not affiliated with any bank, insurance company or brokerage firm.

We can assist you in the process of becoming affiliated with a Registered Investment Advisor.  You determine your level of involvement in the investment management process and we design a program that works best for the needs of your firm and your clients.  You can choose to be trained to work directly with your clients or outsource this process to one of our knowledgeable RIA representatives.