Empowering Growth ⬝ Smart Investments ⬝ Building Wealth ⬝ Financial Freedom ⬝ Strategic Planning ⬝ Trusted Guidance ⬝ Practical Insights ⬝ Tailored Solutions ⬝ Achieve Your Goals ⬝ ETFs ⬝ Stocks ⬝ Bonds ⬝ Mutual Funds ⬝ Portfolio Management ⬝ Risk Assessment ⬝ Diversification ⬝ Asset Allocation ⬝ Financial Planning ⬝ Retirement Strategies ⬝ Wealth Building ⬝ Index Funds ⬝ Growth Opportunities ⬝ Income Generation ⬝ Tax Efficiency ⬝
Portfolios built to align with your goals and maximize potential.
Flexible investment strategy rooted in data and real-world insight.
Adaptive planning that evolves alongside changing markets and life stages.
A relationship-first approach, keeping your goals at the center of every decision.
What We Do
Your goals drive our approach. We build practical, tactical strategies designed to grow wealth, protect assets, and anticipate what’s next—treating your investments with the same care and precision as our own.
Our Approach
Practical Tactical Investment Solutions
Smart investing relies on strategy, not guesswork. We design and manage portfolios that align with your short-term needs and long-term goals, tailored to your resources and preferences.
Our tactical management approach adapts to changing markets, aiming to add value through full market cycles by participating more in up markets than down. Delivered through our tax-efficient Exchange Traded Fund (ETF), this strategy is built to serve as a stand alone portfolio or as a tactical compliment to a more passive approach.
What We Offer
Comprehensive Financial Investment Solutions Tailored for You
Investment Management
Our Practical Tactical strategy is at the core of everything we do. We manage Private Client Portfolios and a Nasdaq-listed ETF, serve as a Tactical Strategist for other advisers, and provide fiduciary services to 401k plans—all with a focus on smart, adaptive investing.
Financial Planning
Effective financial planning isn’t one-size-fits-all. We take a holistic, interactive approach to wealth projections, retirement income, tax strategies, estate planning, and insurance—helping you define, prioritize, and achieve your financial goals.
Media and Education
We don’t just manage investments—we share our insights through a broad range of outlets, including frequent media interviews, presentations, and in-depth perspectives on our Insights page.
Client Support
Clear, accessible, and always in the loop. We keep you informed through our monthly newsletter, timely market insights, and clear performance reports—so you always know where you stand.
Our Clients
As a Family and Small Business, we share your goals and challenges - and are invested in your success.
Families & Individual Investors
Every investor’s journey is personal and unique. We work with High Net Worth Individuals, those on the path to building wealth, and retirees—often spanning multiple generations within the same family. Our approach is tailored, strategic, and built to evolve with you.
Entrepreneurs & Businesses
Business owners face the unique challenge of holding much of their net worth in a relatively illiquid asset that they work hard to build and protect. We help our clients with liquidity and succession planning, investing excess reserves to work for them, and delivering retirement plans and other employee benefits that help attract and retain talent.
Corporate Executives
Corporate executives often hold concentrated stock positions and have complex income structures, including stock options, restricted stock, and deferred compensation—leading to more complex tax and retirement planning needs. We help create customized financial roadmaps that optimize wealth, manage risk, and ensure long-term financial security.
Other Advisers
We collaborate with unaffiliated advisers who integrate our ETF for tactical diversification, risk management, and enhanced performance. These partnerships offer shared knowledge, strategic insight, and access to resources that strengthen client outcomes.
About Us
Driven by Your Financial Goals and Growth
At Alexis Investment Partners, we’re not just managing assets—we’re making things happen. Our team brings financial expertise, cutting-edge tech, and real personal connections together to create strategies that work. It’s about truly understanding your goals and crafting a tactical, practical plan that drives measurable results.
At Alexis Investment Partners, we do more than manage assets—we help navigate every aspect of your financial life. Our team combines decades of experience, cutting-edge technology, and real personal connections to build strategies that work. How you structure debt, manage taxes, and define clear goals matters, and our process delivers measurable results using the same tools and strategies we trust for ourselves.
Client-Centered
Your portfolio is built to meet your unique goals and preferences; actively managed to adapt to changing markets and your evolving needs.
Team-Driven
Every strategy is built around your unique financial objectives, with constant adjustments based on market conditions
Data-Focused
Every strategy is built around your unique financial objectives, with constant adjustments based on market conditions
At Alexis Investment Partners, we do more than manage assets—we help navigate every aspect of your financial life. Our team combines decades of experience, cutting-edge technology, and personal connections to build strategies that work. How you structure debt, manage taxes, and define clear goals matters, and our process delivers measurable results using the same tools and strategies we trust for ourselves.
Client-Centered
Your portfolio is designed around your unique goals and preferences—actively managed to adapt to changing markets and your evolving needs.
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Team-Driven
Our team brings decades of experience and a deep understanding of financial markets
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Data-Focused
We utilize the latest in financial technology to stay ahead of trends and provide you with actionable insights