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Portfolio Companies


Talis Advisors

Talis Advisory Services:

Talis Advisors provides comprehensive wealth management solutions for a nationwide client base. As a fee-only Registered Investment Advisor, we deliver independent and objective advice to our clients without conflicts of interest. As a fiduciary, it is our duty to put the best interest of our clients first at all times.


Our award-winning team includes CPAs, CFP®s, attorneys and other experts with many years of experience in wealth management, including comprehensive financial planning, portfolio management, risk management, estate/tax planning and employer sponsored retirement plans. Our investment process is based on Nobel Prize winning research, and we work closely with industry leaders, including Dimensional Fund Advisors (DFA Funds).


Click here to visit Tails Advisors.



Jones Square Financial Services:

Jones Square offers an array of financial services to fulfill your business’s individual needs. These services include tax compliance and planning, consulting, personal financial planning and investment management, bookkeeping, and payroll services.


Committed to reaching our clients’ financial goals, our experienced staff becomes an extension of your team so that you have more time to focus on your business. We perform our services with the highest level of integrity, aiming to reach our clients’ individual financial goals.


Click here to visit Jones Square Financial Services.




JHME Real Estate Advisors:

JHME is a highly regarded, full-service commercial real estate analysis and due diligence professional service firm. We have over 300 years of combined experience, and our quality is verified by the long-term tenure of our client base. Our services include physical due diligence, construction management, environmental consulting, financial due diligence and asset/portfolio management.


Click here to visit JHME.



Bridgepoint Communications:

Bridgepoint Communications, Inc. was established in 1989 to provide construction and maintenance solutions to the telecommunication and utilities industries. Over the years, Bridgepoint has been a primary contractor for several major telecommunications companies. We provide excellent services through well-trained and supervised employees who are equipped with cutting-edge technology.


Click here to visit Bridgepoint Communications.



American Signs

American Signs:

American Signs is a full-service, custom sign company located outside of Dallas. We tailor to our clients’ needs in order to compliment their businesses and maximize their visibility. We have a national network of affiliate sign professionals that meet our standards of excellence so that we can serve clients across the United States, including Trader Joe’s, Kroger and Mattress Giant.


At American Signs, our focus is providing our customers with the best value in signage. Our professional project managers oversee your entire project, maintaining excellent communication through each phase so that you can remain focused on your business. We offer a one-call solution to all signage needs, from large, pylon signs to small, interior room identification signs and everything in between.


Click here to visit American Signs.




Kinsman Realty Advisors:

 Kinsman Realty Advisors is a full-service brokerage firm licensed under Keller Williams for commercial and residential real estate. Kinsman Realty Advisors is committed to producing results for our clients. We have years of experience in residential, retail, medical, office and industrial business park projects. Whether we are helping you sell your home or finding a space for your business, we are committed to our clients first.

Click here to visit Kinsman Realty Advisors.

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