A Team Approach
At Tallus, we don’t sit across the table from our clients, we sit beside them. This ‘team’ mindset empowers clients, and allows us to offer them a comprehensive set of options and investment opportunities.
“Our interests are inextricably linked to the success of our clients. When our clients do well, we do well, and there should be no alternative.” -Adam J. Reugh
This organizational structure allows us to offer clients objective recommendations that are personalized for each client’s specific circumstances.
Our compliance and back-office support is provided by Financial Advocates Investment Management (FAIM). FAIM is an SEC registered investment advisor firm and a subsidiary of Financial Advocates LLC.