ProfiSys.com
Title
Profisys, LLC
Description
About Profisys
Profisys was conceived in early 1999 and was recognized as a Limited Liability Company in July of that year by the Texas Secretary of State. The company became a Registered Investment Advisor on September 28, 1999. In 2005, the firm merged with Talis Advisory Services, LLC. Talis Advisory Services, LLC is a Registered Investment Advisor and operates according to the same investment philosophy and fee-only compensation structure that was developed by Profisys. Brent Everett, who founded Profisys, is the Chief Investment Officer of Talis Advisory Services, LLC.
"You should fire your broker and find an investment advisor. Brokerage firms would like you to think that they perform the same functions as investment advisors. Many brokers call themselves 'financial consultants' or 'financial advisors'. But they are not the same as independent investment advisors... an investment advisor's fiduciary duty is on a higher plane, like that of a lawyer, a trustee, or the executor of an estate." - Arthur Levitt, Former SEC Chairman
Profisys began as a simple outgrowth of requests from friends and family members for assistance with their investments. It was apparent that the choices that were available to most investors were very limited. Most investors chose brokerage firms and few could meet the minimum investment level required by most Registered Investment Advisors. Unbiased professional advice was unavailable for most people. That, unfortunately, is still the case today.
Contact
- profisys.com
- Plano tx
- United States 75093
- 469-366-9702
Additional Information
Related Domains
- 401k
- Account
- Asset
- Asset Class
- Asset Management
- Banking
- Bonds
- Broker
- Business
- Cfa
- Cfp
- Comprehensive Planning
- Dallas
- Dfa
- Dfa Funds
- Dimensional Fund Advisors
- Diversification
- Diversify
- Fee
- Fee Based
- Fee Only
- Financial
- Financial Adviser
- Financial Advisor
- Financial Planner
- Financial Planning
- Fpa
- Funds
- Investing
- Investment
- Investment Adviser
- Investment Advisor
- Ira
- Money Managers
- Mutual Funds
- No Load
- Passive Asset Management
- Planner
- Planning
- Portfolio
- Portfolio Management
- Profisys
- Profisys Llc
- Registered Investment Adviser
- Registered Investment Advisor
- Research
- Retirement
- Ria
- Schwab
- Schwab Institutional
- Sep Ira
- Stocks
- Texas
- 401
- Fee-based
- Fee-only
- K
- No-load
- Sep-ira