Client Experience
Why Alexis Investment Partners?
Whether new to investing or a sophisticated investor looking to free up some time, our clients appreciate our practical and flexible approach to financial planning and investing.
We invest considerable time to help you identify clear goals knowing that life changes, so we've developed a process to help us proactively identify opportunities to keep you on track. Our culture of accessibility and regular communication builds confidence and keeps you informed.
Our clients appreciate that they have access to the same products and strategies that we use in our personal portfolios. This includes investments, insurance and annuities, tax and estate planning, and small business retirement plans.
We're not bound by proprietary products or rigid systems. We treat clients like family. Investing is personal and it is an honor to earn our clients trust every day.
A Little History
Jason, a Chartered Financial Consultant, has spent his career as Chief Investment Strategist, portfolio manager and investment adviser working through some of the greatest expansions in history and some of the most brutal downturns. He developed a reputation as an industry thought-leader in tactical asset management, seeking to protect capital in downturns and capitalize on rising markets and changing market leadership.
The investment landscape has changed dramatically in the decades since Jason entered the business. Technology and innovation have created much more than just efficiency. Fees have declined, products and services expanded, research tools are more powerful and accessible, and information is everywhere.
Alexis Investment Partners provides a platform to leverage our team's internal strengths with external partners to provide an exceptional client experience at a compelling value.
Our Mission: The Golden Rule
Alexis Investment Partners, LLC was founded on one principle core value, the Golden Rule, “Do unto others as you would have them do unto you.” To us, this entails striving to understand the values and aspirations of each client, being open and honest in our communications, seeking to minimize and disclose any conflicts of interest and finding creative ways to help our clients define and achieve their goals. As fiduciaries, we value our clients’ trust and are committed to always putting their interests ahead of our own.