Talis Advisory Services, LLC
Talis Advisors offers wealth management services and investment advice based on Nobel Prize winning research. We maintain a continuous focus on the latest academic research related to capital market behavior and apply that research to the practical world of investing. As a fee-only Registered Investment Advisor there is never a conflict of interest with our clients. As a fiduciary to our clients, it is our duty, legally and ethically, to serve our clients best interest first – always. Our multi-disciplinary team includes CPAs, CFP®s, asset managers, and attorneys with more than 100 years of experience in wealth management, including comprehensive financial planning, portfolio management, estate planning, tax minimization, employee benefits, and business services.
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.
Address: 6205 Chapel Hill Blvd., Suite 400, Plano, TX 75093, USA
Phone: +1 972 378 1795
FAX:
