A frequent guest on CNBC, Bloomberg, Nightly Business Report, Fox Business, TD Network, Moneylife, and in numerous print publications, I am best known for general market commentary, tactical asset allocation ideas, and mutual fund/ETF selections. I am also an experienced, caring, and creative financial planner and Investment Advisor; passionate about helping investors live free and fulfilling lives. By making complex concepts simple, practical, and accessible, I empower others through educational seminars and speaking engagements including for American Association of Individual Investors (AAII), retirement communities, and other educational venues.
Alexis Investment Partners was founded on one principle core value, The Golden Rule, “Do unto others as you would have them do unto you”. To us, this entails striving to understand the values and aspirations of each client, being open and honest in our communications, and always seeking to act in each client’s best interests. We treat clients like family. Investing is personal and it is an honor to earn our clients’ trust every day.