Disclosure Information
Advisory services are offered through Independent Solutions Wealth Management, LLC (“ISWM”), d/b/a Alexis Investment Partners, LLC (“AIP”). ISWM is registered as an investment adviser with the SEC. Being registered with the SEC does not imply a certain level of skill or training. Additional information about Independent Solutions Wealth Management, LLC is available in our disclosure brochure and on the SEC's website at www.adviserinfo.sec.gov.
This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. This website is operated under the Alexis Investment Partners name and does not intend to provide investment advice, nor does it represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in this site in the process of making a fully informed investment decision. This site does not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
At certain places on our website we offer direct access or 'links' to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of AIP and ISWM. Neither Alexis Investment Partners nor Independent Solutions Wealth Management, LLC endorses, approves, certifies, or controls these websites, and neither assumes responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. AIP and ISWM do not necessarily endorse or recommend any commercial product or service described at these websites.
This material is for informational purposes only. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Jason Browne's view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties.
Past performance is not indicative of future results. No investment is risk-free. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken through ISWM) will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice. Please remember to contact us if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating, or revising our previous recommendations and/or services.
Mutual funds and other securities may distribute taxable dividends and capital gains to investors. Taxes on such items can affect the returns realized from such investments. Income received from certain investments may be subject to the Alternative Minimum Tax (AMT). Please consult with your tax advisor before making any investment and consider the effect that taxes may have on returns.
Rebalancing assets in a portfolio can have tax consequences. Selling assets in a taxable account may result in a taxable gain. Neither Alexis Investment Partners nor Independent Solutions Wealth Management, LLC is a law firm or a certified public accounting firm, and no portion of this newsletter should be construed as legal or accounting advice.
AIP Composite Performance is calculated by Black Diamond based on the performance of all discretionary managed accounts with a Growth and Income objective that are assigned a 70/30 benchmark. Performance is net of all fees and expenses. There are no guarantees that an investor’s portfolio will match or outperform a specific benchmark. Asset allocation, rebalancing, and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Changes in investment strategies, contributions or withdrawals, and economic conditions can materially change how your portfolio will perform. From April 30, 2019, until May 2021 Jason Browne offered advisory services using Alexis Investment Partners as a trade name through Sowell Management, LLC, an SEC Registered Investment Adviser. Alexis Investment Partners and Sowell Management, LLC are independently owned and operated. From May 2021 until March 2026, Jason Browne and Alexis Browne Roberts offered advisory services through the RIA Alexis Investment Partners, LLC, an SEC Registered Investment Adviser. Jason and Alexis registered with ISWM in March of 2026, where ongoing advisory services are offered through. Alexis Investment Partners RIA, Sowell Management, LLC, and Independent Solutions Wealth Management, LLC are all independently owned and operated.
Independent Solutions Wealth Management, LLC does not guarantee performance for any investment recommendation. Investors should consider investment objectives, risks, charges, and expenses before investing. Funds are selected for clients based on their individual goals and preferences, and therefore some of the funds discussed in this newsletter may not be held in your portfolio.
Advisory services are offered through Independent Solutions Wealth Management, LLC, an investment advisory firm registered with the Securities and Exchange Commission. Alexis Investment Partners is a DBA name under Independent Solutions Wealth Management, LLC and is not itself a registered investment adviser.