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Practical Tactical

Alexis Investment Partners, LLC

Practical

Tactical

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We Treat Clients Like Family

Investing is personal. We enjoy getting to know our clients individually and helping them pursue their long-term financial goals.

Meet the Team
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Client Experience
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Our clients enjoy access to the same products and strategies that we use in our personal portfolios. This includes investments, insurance and annuities, tax and estate planning, and small business retirement plans.

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Featured Content
The Road to Recovery: Part 2

At AIP, we foster a culture of learning and continuous growth. These videos serve as a way to educate others and hold ourselves accountable.

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Watch Our Videos >>

Media
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Check out our outlooks and insights from Jason's appearances on CNBC, NBR, Bloomberg, Fox Business, TD Network, Moneylife, and more.

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Watch the Interviews >>

103 Casterly Green Ct

Montgomery, TX 77316​​

​925-457-5258​

​jason@alexisinvests.com

Thanks for submitting! We look forward to getting in touch.

Advisory Services offered through Alexis Investment Partners, LLC a Registered Investment Adviser.

Disclosures
Disclosure Brochure
Customer Relationship Summary