Values. Expertise. Results.
Talis Advisors is an award-winning wealth management firm based in the Dallas suburb of Plano, Texas. We develop personalized, unbiased strategies designed to help clients grow, protect and transfer their wealth. As a fee-only Registered Investment Advisor, we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals and corporate executives.
We work for you, our client, and therefore make decisions that are in your best interest. We have no incentives to favor a particular strategy, asset class, fund manager or service provider. We operate with competence and objectivity driven by a focus on Nobel-prize winning financial economic research.
To learn more about how we're different from Wall Street and the typical retail financial advisor, call us at 972.378.1795.
Nobel-Prize-Winning-Economist Myron Scholes reflects on Dimensional's beginnings and its unique approach to investing.
Our vigilance and your data
It is critically important that firms take steps to safeguard their clients’ personal information that could be used to perpetrate identity theft. Recently, an SEC risk alert summarized the results of inspections it conducted last year on 57 broker-dealers and 49 RIA firms “to better understand how broker-dealers and advisors address the legal, regulatory and compliance issues associated with cyber security.” The results revealed that 88% of broker dealers and 74% of advisors have experienced cyber attacks directly or through one or more of their vendors.