Alexis Advisors

Alexis Advisors serves individual and institutional clients, including both high‑net‑worth and non‑HNW individuals, by providing financial planning and discretionary investment management. The firm also offers employee education and workshops and manages “held‑away” assets such as variable annuities and employer retirement accounts on a discretionary basis.

The firm’s investment process emphasizes disciplined, risk‑managed portfolio construction that combines fundamental, quantitative and technical analysis with strategic asset allocation and tactical management; portfolios may include domestic and international equities, fixed income, REITs, commodity ETFs and occasional individual bonds. Alexis Advisors integrates sustainability considerations into its research — using the YCharts sustainability rating system for ETFs, mutual funds and stocks — and leverages order‑management systems to implement asset location and rebalancing for held‑away accounts.

Alexis Advisors operates as a fee‑only advisory firm and discloses third‑party certifications and ratings in its materials, including its Certified B Corp status (certified in 2016). The firm’s regular offering of sponsor‑paid employee workshops and its institutional relationships with custodial and platform providers (including Axos, Nationwide and Pontera) for annuity and retirement‑plan servicing are notable operational features relative to many peers.