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Talis Advisory Services, LLC

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Talis Advisory Services, LLC

Mission statement:

We will serve our valued clients by providing wealth management solutions based on academic research and unbiased advice. We will adhere to our fiduciary duty at all times. We will put our client's best interest first - always. We will diligently evaluate and carefully select the best financial products available to offer to our clients.

We are a fee-only Registered Investment Advisor and will never charge a commission for our services. We will utilize the services of other professional advisors in related fields in order to meet and exceed the needs of our clients. We will be fair in our fee structure and provide our clients with transparency in all of our dealings. We will maintain a continuous focus on research into capital market behavior and the application of this research to the management of client accounts. We will always remain independent.

Overview:

Talis Advisory Services, LLC is a fee-only Registered Investment Advisor located in Plano, Texas. We serve a nationwide client base, as well as local clients throughout North Texas. Our wealth management process applies Nobel Prize winning research to real world investing and offers truly independent and unbiased advice.

Talis Advisors has been named as one of the top 25 private client institutions in North Texas by The Dallas Business Journal. Our firm is registered with the United States Securities and Exchange Commission.

Many firms now claim to offer independent and unbiased investment advice. In many cases, the claim is dubious, at best. If the advisor accepts commissions, receiving unbiased advice is extremely unlikely. In contrast, we structured our business around the concept of providing unbiased advice and embrace it as a core belief.

As fee-only advisors, our compensation method eliminates any conflict of interest with our clients. We are in the business of advising our clients, not selling products. Unlike many advisors, we do not require long-term contracts or a large minimum account size. It is our legal and ethical duty to put our clients’ interests first – always. Because of this fiduciary duty, we choose not to accept compensation in the form of product commissions. We can proudly say that we accomplish our mission with an unbiased approach.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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