Empowering Your Financial Future
Alexis Investment Partners is a financial services firm specializing in investment management and financial planning. We take a practical, tactical approach to building and protecting wealth, helping individuals, businesses, and financial professionals navigate complex markets with confidence.
Integrity - We operate with sincerity and transparency, building trust with our clients at every step.
Commitment - Your success is our priority. We are dedicated to delivering exceptional service and tailored solutions.
Innovation - We embrace modern strategies and tools to provide cutting-edge investment opportunities.
Family-Centered Approach - As a family-run business, we value relationships and treat our clients like extended family.
Empowerment - We strive to educate and empower our clients, giving them the knowledge to make confident financial decisions.
Flexibility - Market trends and leadership, tax policy, monetary conditions and client circumstances are constantly changing. We adapt to help you succeed.
Our Values
Our values guide every decision with integrity, dedication, and a family-centered 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.
2019
AIP Is Founded
Alexis Investment Partners was founded on the belief that financial advice should feel personal, not transactional. Built on trust, transparency, and a deep commitment to client relationships, AIP treats every investor like family, ensuring their financial goals are met with care and competence. Services were offered through partnership with a large RIA that handled back office and compliance support.
2021
Independent RIA
Alexis Investment Partners registered with the SEC as an independent investment adviser allowing full autonomy. AUM reached $100 Million milestone.
2021
Practical Tactical ETF
Active management offers flexibility and opportunity. The ETF structure offers efficiency, tax advantages, accessibility and unmatched transparency.
2023
Partnering Expands Reach
AIP was contracted as a Tactical Strategist and Model Provider for a large independent RIA network that wanted to add a tactical sleeve to their passively managed and value driven lineup. This allowed AIP to help clients serviced by hundreds of independent advisers.
2020
Organic Growth
From the start, AIP’s client-first approach resonated, leading to rapid growth through referrals and long-term relationships. As our reputation for personalized, effective financial guidance spread, we expanded our partnerships and services to meet the evolving needs of our clients.
2024
Alexis Earns ChFC®
After 2 years of coursework, Alexis joined Jason as a Chartered Financial Consultant. The ChFC® designation demonstrates proficiency in comprehensive financial planning.
The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
2024
ETF earns ratings and reaches AUM milestone
Morningstar and Lipper ratings are based on 3-year performance and strong results helped our ETF breach $100 million AUM milestone.
Meet The Team
Meet the Family Behind Alexis Investment Partners
Jason Browne, ChFC®
President
Having appeared on CNBC, Bloomberg, Nightly Business Report, Fox Business, Schwab Network, Moneylife, and in numerous print publications, Jason is best known for general market commentary, tactical asset allocation ideas, and stock/ETF selections. A Chartered Financial Consultant (ChFC®), Jason is 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, Jason empowers others through educational seminars and speaking engagements including for American Association of Individual Investors (AAII), retirement communities, CFA Society and other educational venues. Jason has been an investment advisor since 1995 with roles including Chief Investment Officer, Chief Investment Strategist, President of a series of mutual funds, Portfolio Manager, Investment Advisor and Financial Consultant. Jason earned his MBA from St Mary’s College in 2008 and his BA from San Francisco State University in 1994.
Alexis Browne Roberts, ChFC®
Portfolio Manager - COO
Alexis shares her father’s passion for investing and helping clients define and achieve their long-term financial goals. She has appeared on Bloomberg and Schwab Network, providing general stock market commentary and discussing individual stocks and sectors. An investment adviser since 2020, Alexis serves as Portfolio Manager and Chief Operating Officer. As a Chartered Financial Consultant (ChFC®), she is committed to delivering thoughtful, personalized strategies that empower clients to build and protect their wealth with confidence. Alexis earned her BS from Lehigh University with High Honors in just three years as a member of the Class of 2020. She competed on Lehigh’s Division I Women’s Golf Team and was recognized as an Academic All-American.
Our History