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Tallus Capital Management

Join the Tallus Capital Management Professional Alliance Program to expand your practice, offer more services to clients, and increase passive revenue. We provide training, support, and a network of financial professionals.

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Tallus Capital Management

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  1. Tallus Capital Management Professional Alliance Program

  2. Who is Tallus Capital? • A full service independent financial firm • Offices throughout Oregon and Washington • Advisors are affiliated with LPL Financial • Create value for clients through our process of managing money by providing guidance and strategies as trusted partners to individuals and families • Believe in working with other financial professionals to take a holistic approach to a client’s financial picture

  3. Our Services • Quarterly Performance Report • Insurance Analysis • TallusView Access • Portfolio Analysis and Optimization • Retirement Income Planning • Educational Client Workshops • Education Planning • Intergenerational Wealth Transfers • Estate Planning • Defined Contribution Asset Allocation • Company Stock Option Analysis • Quarterly/Semi-Annual Client Reviews • Qualified Plan Beneficiary Planning • Weekly Market Updates via Email

  4. Our Portfolios • Core belief in fee-based low cost investment portfolios • Utilize investments with lower costs • Portfolios customized to client characteristics • Add value to clients through: • Advanced financial planning software • Effective behavioral coaching • Conducting asset location strategy • Maintaining efficient asset allocation and rebalancing • Implementing strategy for spending assets

  5. Why Align With Tallus? • Expand your clientele and grow your practice • Ability to provide solutions without compliance, administrative, and cost burdens • Manage profitability amid increasing competition • Client demand for bundled services • Business-building, networking, and additional referral opportunities • More services and tools to offer your clients • Increase passive revenue and the value of your practice for eventual succession • Industry demographics are making professional partnerships a necessity

  6. Training • Tallus will cover the following costs contingent on successful completion of Series 65 test making program free for the professional • Series 65 registration and study materials (typically a month long process) • State registration fees • IARD registration fees • Compliance fees • Sponsored CE hours • Marketing opportunities • Access to financial planning software and tools • In depth portfolio explanations and rationale

  7. Compensation • The professional will receive between 30-40% of net fees generated from referred accounts • Account fees depending on assets under management from .5% - 1.5% annually • Ex.: A $2 million referred account would produce approximately $6 - $8k a year of recurring revenue to the professional

  8. Thinking Of Client That Could Benefit? • Meetings can be done with the Tallus Advisor, professional, and client. • Client’s will sign a disclosure acknowledgement that the professional is receiving compensation for the partnership • Client’s fee is not increased as a result of this benefit – professionals fee comes from Tallus • Tallus handles ongoing administration of account, review meetings, due diligence, etc.

  9. Professional Network • Attorneys, CPA’s, tax professionals, insurance agents • References/case studies available • Financial Advocates Investment Management • www.financialadvocates.com • www.tallusadvisory.com • Full support staff • Multiple financial advisors with differing specializations

  10. Getting Started • Contact Jeff Pisan – Director of Professional Alliance for Tallus Capital Management • jeff@talluscapital.com • 503.655.4505 • Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Financial Advocates Investment Management, a registered investment advisor, DBA Tallus Capital Management, and a separate entity from LPL Financial For Professional Use Only

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