Our

Story

Coast to Coast

When Alexis Browne decided to leave California to play division 1 golf for Lehigh University in Bethlehem, Pennsylvania and pursue a double major in Finance and Economics, her parents decided it was time for a change — sold their home — and followed Alexis to Pennsylvania.

Jason Browne had invested the previous 18 years of his career as Chief Investment Officer of FundX Investment Group in San Francisco where he launched and managed a series of mutual funds, was a frequent guest in media appearances, gave regular educational presentations for both retail and institutional investor audiences, and formed deep and lasting relationships with a number of FundX private clients and throughout the investment advisor community. Alexis Investment Partners was created to allow Jason to work independently from his new home in Bethlehem, Pennsylvania as a consultant to FundX and other investment firms. Although Jason is an independent consultant, he continues to serve FundX clients as an Investment Advisor Representative and Chief Investment Strategist.

In addition to her student-athlete career at Lehigh University, Alexis actively contributes to the new venture that bears her name as bookkeeper and analyst.

Contact

1885 O'Briens Ct

Bethlehem, PA 18015

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Tel: 925-457-5258

jason@alexisinvests.com

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Sowell Management and Alexis Investment Partners, LLC are independently owned and operated. Advisory services are offered through Sowell Management, a Registered Investment Adviser.