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Alexis Investment Partners
Alexis Investment Partners is a financial services firm specializing in investment management and financial planning. It takes a practical, tactical approach...
Overview
Alexis Investment Partners is a financial services firm specializing in investment management and financial planning. It takes a practical, tactical approach to building and protecting wealth for individuals, businesses, and financial professionals. The firm manages Private Client Portfolios and a Nasdaq-listed ETF, serves as a Tactical Strategist for other advisers, and provides fiduciary services to 401k plans.
General information
Firm type
Asset Manager
Year founded
2019
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Jason Browne
ChFC — President
Alexis Browne Roberts
ChFC — Portfolio Manager - COO
Sector focus
Frequently asked questions
Where is Alexis Investment Partners headquartered?
The firm is based in New York, NY, United States. No additional office locations have been disclosed.
What is the AUM of Alexis Investment Partners?
Alexis Investment Partners does not publicly disclose its assets under management. No third-party estimates exist in public sources, and the firm is not known to have filed AUM with regulators.
What sectors does Alexis Investment Partners explicitly avoid?
The firm has not publicly stated any sector exclusion criteria. Without disclosed investment guidelines, it is unknown which sectors Alexis Investment Partners avoids.
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