Alexis Investment Partners

Name

Alexis Investment Partners

Legal name

Independent Solutions Wealth Management, LLC

Website

https://alexisinvests.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Wealth management services
• Tactical asset allocation
• Financial planning advisory
• Investment management
• Practical tactical ETF

Headquarters

HQ city

Montgomery

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Investment Advisory Services: Discretionary managed accounts with Growth and Income objective assigned a 70/30 benchmark. Services offered through SEC-registered investment adviser Independent Solutions Wealth Management, LLC (d/b/a Alexis Investment Partners, LLC).
2. ETF Management: Management of Nasdaq-listed practical tactical ETF. ETF reached $100 million AUM milestone. Morningstar and Lipper ratings based on 3-year performance.
3. Tactical Strategist Services: Contracted as Tactical Strategist and Model Provider for large independent RIA network, providing tactical diversification and risk management for clients serviced by hundreds of independent advisers.
4. Fiduciary Services to 401k Plans: Provides fiduciary services to 401k plans as part of comprehensive wealth management offering.
5. Financial Planning: Holistic, interactive approach to wealth projections, retirement income, tax strategies, estate planning, and insurance. Delivered as part of comprehensive financial services.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Alexis Investment Partners provides actively managed Private Client Portfolios built around a practical tactical investment strategy, comprehensive financial planning (wealth projections, retirement income, tax strategies, estate planning, and insurance), and a Nasdaq-listed Practical Tactical ETF. The firm operates as an SEC-registered investment adviser (via Independent Solutions Wealth Management, LLC, d/b/a Alexis Investment Partners) and additionally serves as a Tactical Strategist/Model Provider to a large independent RIA network and provides fiduciary services to 401(k) plans.

Product overview

Alexis Investment Partners offers a unified wealth management platform centered on practical tactical investing. The core offering consists of Private Client Portfolios managed with an active tactical strategy, complemented by the Practical Tactical ETF (a Nasdaq-listed fund providing tax-efficient tactical exposure). Supporting services include comprehensive Financial Planning, Tactical Strategist Services for other advisers, Fiduciary Services for 401k Plans, Media and Education content, and Client Support. The company operates as an SEC-registered investment adviser under Independent Solutions Wealth Management, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Client Portfolios Discretionary, actively managed investment portfolios for individual clients (high net worth individuals, families, retirees, corporate executives, entrepreneurs), tailored to the client's goals, preferences, and risk tolerance and managed under a practical tactical strategy that adapts to changing market conditions.
• Practical Tactical ETF Nasdaq-listed Exchange Traded Fund implementing the firm's active practical tactical strategy, offering tax efficiency, transparency, and accessibility; usable as a standalone portfolio or a tactical complement to passive approaches, with the goal of participating more in up markets than down.
• Financial Planning Holistic, interactive financial planning covering wealth projections, retirement income strategies, tax strategies, estate planning, and insurance advisory, intended to help clients define, prioritize, and achieve their financial goals.
• Tactical Strategist Services Service offering in which the firm acts as a Tactical Strategist and Model Provider for unaffiliated advisers and an independent RIA network, providing tactical diversification, risk management, and enhanced performance through portfolio models that external advisers integrate into client portfolios.
• Fiduciary Services for 401(k) Plans Fiduciary services provided to retirement plans, including 401(k) plans, that help plan sponsors fulfill their fiduciary responsibilities as part of the firm's comprehensive wealth management offering.

Quantifiable outcome

• Portfolio outperformance through market cycles by participating more in up markets than down
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Large Independent RIA NetworkcoreChannel Partner/ Reseller/ Distributor · 1 January 2023AIP was contracted as a Tactical Strategist and Model Provider for a large independent RIA network that wanted to add a tactical sleeve to their passively managed and value driven lineup. This partnership allows AIP to help clients serviced by hundreds of independent advisers through shared knowledge, strategic insight, and access to resources that strengthen client outcomes.
• Independent Solutions Wealth Management, LLC (ISWM)coreOthersAdvisory services are offered through Independent Solutions Wealth Management, LLC (d/b/a Alexis Investment Partners, LLC). ISWM is registered as an investment adviser with the SEC. AIP operates as a DBA name under ISWM.
• Sowell Management, LLCminorOthersFrom April 2019 until May 2021, Jason Browne offered advisory services using Alexis Investment Partners as a trade name through Sowell Management, LLC, an SEC Registered Investment Adviser. Alexis Investment Partners and Sowell Management, LLC are independently owned and operated.

Scale indicators4 records

Recent moves12 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: Full-service RIA offering discretionary portfolio management, financial planning, and 401(k) fiduciary services to HNW families and individuals—directly comparable to AIP's combined investment management and planning offering.
• Carson Group: Large independent RIA and advisory network that provides model portfolios, coaching, and back-office support to affiliated advisers—directly comparable to AIP's role as a Tactical Strategist and Model Provider inside an RIA network.
• Cetera Financial Group: Independent adviser network offering model portfolios, practice management, and wealth-management solutions to affiliated advisers—comparable to the B2B channel where AIP delivers tactical models to hundreds of advisers.
• Commonwealth Financial Network: Independent RIA/broker-dealer network offering model portfolios and wealth-management support to affiliated advisers—closely comparable to AIP's model-provider channel serving unaffiliated advisers.
• Cambiar Investors: Active asset manager running tactical, risk-managed equity and multi-asset strategies for institutional and wealth channels—comparable active-management philosophy and discretionary mandate focus.

Emerging players

• Sage Advisory: Tactical asset-allocation and sub-advisory firm focused on risk-managed multi-asset strategies—comparable to AIP's Practical Tactical strategy and ETF/mandate approach.

Broad incumbents

• WisdomTree: ETF issuer with multiple strategy-based and tactical funds—comparable to AIP's Nasdaq-listed Practical Tactical ETF as a competitor and structural benchmark in the same product category.
• Fisher Investments: Large, well-known RIA managing discretionary portfolios for HNW and institutional clients using a top-down, actively managed approach—comparable investment philosophy but at far greater scale.
• Creative Planning: Large full-service RIA offering discretionary portfolio management, financial planning, and 401(k) services to HNW clients and businesses—overlapping offerings with AIP across all four service lines.
• Edelman Financial Engines: Large RIA combining professional financial planning with managed-account portfolios for individuals and retirement-plan participants—comparable on the planning-led RIA dimension serving retail and retirement clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/alexis-investment-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alexis Investment Partners