As an independent Registered Investment Advisor, we choose to have a limited number of relationships with an elite group of partners.
When it comes to investments, in most cases, our partners offer institutional-quality products and cost structures to our clients. Institutional investments, such as these, typically require a significant minimum investment, ranging from $1 million to $5 million per fund or strategy. The partners that we work with offer a vastly reduced minimum investment requirement for our firm’s clients.
Many of our competitors lack direct relationships with institutional partners and must access their products through a third party. This results in higher fees charged to the client. As a fiduciary, it is our belief that the direct relationships we have developed and the associated lower costs are consistent with our commitment to put our clients’ best interest first.
Dimensional Fund Advisors
DFA is based in Austin, Texas with worldwide offices and trading operations. For more than 30 years, DFA has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management and trading. Their leadership includes several Nobel Laureates in Economic Science and their close relationships with the academic community underpin their approach to investing and form the foundation for innovative strategies. DFA works with individuals exclusively through a select group of advisors.
Applied Quantitative Research
AQR is based in Greenwich, Conn. and has offices in Chicago, Los Angeles and Sydney. They are a global investment management firm built at the intersection of financial theory and practical application. They have worked to identify what matters most in financial economics and develop ideas that withstand rigorous testing. AQR takes a systematic, research-driven approach, applying quantitative tools to process fundamental information and manage risk. AQR provides access to their institutional fund cost structure to clients of select advisory firms.
The Vanguard Group
Vanguard is based in Valley Forge, Pennsylvania and has offices worldwide. Vanguard is one of the world's largest investment companies, offering a large selection of low-cost funds and related services. Vanguard provides important research quantifying “advisor’s alpha” – the value of working with an advisor focused on best practices and strategies that create value for clients.
Goldman Sachs Asset Management
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world. Goldman Sachs Asset Management provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries and geographies. GSAM provides access to their institutional fund cost structure to clients of select advisory firms.
TD Ameritrade Institutional
TD Ameritrade provides investing and trading services for nearly six million client accounts that total more than $600 billion in assets, and custodial services for independent registered investment advisors. With clients placing, on average, approximately 400,000 trades each day, it maintains the leadership position it assumed when the doors were opened in Omaha in 1975.
Charles Schwab Institutional
Schwab has worked with independent financial advisors for more than 30 years. They are an advocate for the independent model and manage $1.3 trillion in assets.
Orion is widely considered to be the industry’s premier technology platform for portfolio accounting and it integrates all of our data, reporting, fee processing, and business intelligence functions. For our clients that have implemented a financial plan, Orion allows us to create a personalized client portal. Learn more about Orion here.
WealthAccess consolidates all of your accounts regardless of where they are held – from 401(k) plans at your employer to your bank checking account. WealthAccess ties into the Orion client portal, where you can see these accounts. The combined technologies give you a comprehensive financial snapshot when you login into your client portal. Learn more about WealthAccess here.
Wealth Advisors Trust
Wealth Advisors Trust was created by advisors for advisors. They are based in South Dakota, the #1 ranked state for trust laws. As a nationally award-winning trust company, they believe in challenging the status quo of the trust industry. Their trust administration services are easy and non-interruptive designed to support the Advisor, not undermine them. Visit them at wealthadvisorstrust.com/.
Whether you are dealing with major life changes, planning for retirement, or deciding where to invest your money, a CFP® professional can help you navigate your finances. Talis is fortunate to have four CFP® professionals on our team.
Financial Planning Association
The Financial Planning Association is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations.
Investments and Wealth Institute (formerly IMCA)
Investment and Wealth Institute is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers. They educate through events, continuing education courses, and certification programs.