Our Services
At Alexis Investment Partners, you’re not just a number - you’re a partner.
Financial success requires both flexibility and precision, which is why we employ a practical, tactical approach to investing. Whether you're focused on building wealth, generating income, or securing your future, we tailor strategies to fit your priorities. We work as an extension of your team, treating your goals like our own—with the same care, focus, and dedication as our own.
Families & Individual Investors
Investing is personal. Each client's goals, resources and preferences is unique. Many of our relationships span multiple generations within the same family - allowing us to serve High Net Worth Individuals, Aspiring High New Worth Individuals and Retirees.
Entrepreneurs & Businesses
Business owners face the unique challenge of holding much of their net worth in a relatively illiquid asset that they work hard to build and protect. We help our clients with liquity and succession planning, investing excess reserves to work for them and delivering retirement plans and other employee benefits that help attract and retain talent.
Corporate Executives
Corporate executives often hold concentrated stock positions and have complex income structures including stock options, restriced stock and deferred compensation; leading to more complex tax and retirement planning needs.
Other Advisers
We have great relationships with unaffiliated advisers who use our ETF to add a tactical sleeve to complement other strategies – boosting diversification, risk management and performance potential. These advisors can also be a great resource for us, when appropriate, to share resources and intellectual capital.
Services Unpacked
Our structered appraoch to Wealth Management
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.
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 & 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.
We treat your success like our own - because it is. Every strategy, every decision, every step is built with care, precision, and a focus on what matters most: Your Goals.
Hands On Collaboration
We don’t just manage investments—we partner with individuals, businesses, and financial professionals to deliver tailored wealth management. Our approach integrates tax planning, estate strategies, and portfolio optimization to build and protect multi-generational wealth. The result? A plan that evolves with you and stands the test of time.
Truly Bespoke Service
No cookie-cutter plans here. Every financial plan is designed around your specific needs, helping you manage liquidity, fund growth, and protect your assets. Whether you're an individual investor or a financial professional seeking enhanced portfolio results, we structure solutions tailored to you.
No Shortcuts, No Farm Outs
When you work with us, you’re working directly with the decision-makers. We don’t outsource investment management or rely on generic models. Every move is made with care, precision, and a deep understanding of your financial objectives.
Confidence Through Market Cycles
Success shouldn't rely on luck and conservation—realistic goals, thoughtful contingency plans and a focus on consistency through market cycles provides the confidence to pursue greater long-term performance potential . We monitor, adapt, and deliver so your investments work as hard as you do.
About Us
Driven by Your Financial Goals and Growth
At Alexis Investment Partners, we’re not just managing assets—we’re making things happen. Our team brings financial expertise, cutting-edge tech, and real personal connections together to create strategies that work. It’s about truly understanding your goals and crafting a tactical, practical plan that drives measurable results.
At Alexis Investment Partners, we’re not just managing assets—we’re making things happen. Our team brings financial expertise, cutting-edge tech, and real personal connections together to create strategies that work. It’s about truly understanding your goals and crafting a tactical, practical plan that drives measurable results.
Client-Centered
Every strategy is built around your unique financial objectives, with constant adjustments based on market conditions
Expert-Driven
Every strategy is built around your unique financial objectives, with constant adjustments based on market conditions
Data-Focused
Every strategy is built around your unique financial objectives, with constant adjustments based on market conditions
At Alexis Investment Partners, we do more than manage assets—we help navigate every aspect of your financial life. Our team combines decades of experience, cutting-edge technology, and personal connections to build strategies that work. How you structure debt, manage taxes, and define clear goals matters, and our process delivers measurable results using the same tools and strategies we trust for ourselves.
Client-Centered
Your portfolio is designed around your unique goals and preferences—actively managed to adapt to changing markets and your evolving needs.
.jpg)
Team-Driven
Our team brings decades of experience and a deep understanding of financial markets
.jpg)
Data-Focused
We utilize the latest in financial technology to stay ahead of trends and provide you with actionable insights
