# Alexis Investment Partners

Alexis Investment Partners is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** alexisinvests.com
- **LinkedIn:** https://www.linkedin.com/company/alexis-investment-partners

## Regulatory record

- **CRD number:** 313394
- **SEC file number:** 801-121162
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313394

## About

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.

## Sectors

- ETFs
- Stocks
- Bonds
- Mutual Funds
- Index Funds

## People

- Jason Browne — ChFC — President
- Alexis Browne Roberts — ChFC — Portfolio Manager - COO

## Questions

### Who are the key principals at Alexis Investment Partners?

No named principals or leadership team members are publicly identified for Alexis Investment Partners. The firm does not maintain a visible website, LinkedIn presence, or public filings listing executives.

### 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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Last updated: 2026-08-11T15:05:57.154Z

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