Alexis Advisors

Looking forward to joining Third Act RVA on September 29th for a conversation about socially responsible investing. Hope to see you there!

We hope you will join us to learn more about Demystifying Socially Responsible Investing. September 29th 5pm at Gather Scott’s Addition. RSVP to [email protected] as spots are limited!

DEMYSTIFYING SOCIALLY RESPONSIBLE INVESTING
With Roberta Keller, Founder and CEO of Alexis Advisors
Sept. 29th, 2026 5pm / Gather, Scott's Addition 2920 W. Broad St.

If you’ve changed how you vote, shop, eat, travel and advocate for climate action, what about your investments? Join Roberta Keller for an engaging conversation that cuts through politics and misinformation surrounding sustainable investing. So mark your calendars and join us for this dynamic presentation. RSVP at: [email protected].

If market uncertainty has been on your mind, this is a great opportunity to gain clarity.

Join Roberta Keller, Portfolio Manager and CEO of Alexis Advisors, for a live Stock Market Update tomorrow, April 28 at 12 PM ET. We’ll cover what’s driving today’s market, how it compares historically, and how we’re evaluating risks and opportunities moving forward.
Bring your questions — there will be time for Q&A.

Last chance to register: https://us02web.zoom.us/meeting/register/V1ZKAn4tRSC61KkN_wOouQ

Market uncertainty can feel unsettling — but it’s not new. History gives us valuable perspective.
In our upcoming Stock Market Update on April 28 at 12 PM, Roberta Keller, Portfolio Manager and CEO of Alexis Advisors, will walk through:
• How today’s environment compares to past market cycles
• Why diversification remains critical in times like these

Join us for a thoughtful, data-driven conversation.
Register here: https://us02web.zoom.us/meeting/register/V1ZKAn4tRSC61KkN_wOouQ

Markets have been navigating a new wave of uncertainty — and understanding the bigger picture matters more than ever.

Join us on April 28 at 12 PM for our next Stock Market Update with Roberta Keller, Portfolio Manager and CEO of Alexis Advisors. We’ll provide historical context around today’s environment, address common economic concerns, and discuss the importance of diversification.

Register here: https://us02web.zoom.us/meeting/register/V1ZKAn4tRSC61KkN_wOouQ

Profit. People. Planet.
That’s the Triple Bottom Line. Roberta Keller explores why it matters for today’s investors.
👉 Learn more here: https://alexisadvisors.com/the-triple-bottom-line-a-sustainable-approach-to-business/

The Triple Bottom Line: A Sustainable Approach to Business - Alexis Advisors What Is the Triple Bottom Line—and Why Should Investors Care? When it comes to investing, returns matter—but they’re not the whole story. More and more individuals are asking how their money can do more: support people, protect the planet, and still provide a solid profit.In our recent feature...

Markets have been on the move — what does it mean for investors?
Find out at our next Stock Market Update with Roberta Keller, Thursday, November 13 at 12 noon.
👉 Reserve your spot https://us02web.zoom.us/meeting/register/tZArceGvrz0tGdxdGXyUlnDzibfwqxt2Kg-Z #/registration

ESG investing isn’t just a trend—it’s here to stay. 🌱
Investors are increasingly recognizing the value of aligning their portfolios with their principles.

Explore why ESG continues to shape investing strategies in our article.
👉 Read the full article

ESG investing trendsIs ESG Here to Stay, or Going Away? Explore why ESG investing continues to grow and how aligning your portfolio with your values can benefit both purpose and performance.

Wondering what’s next for the markets? 📊
Join Roberta Keller on Thursday, November 13 at noon for a live Stock Market Update — and bring your questions!
💻 Register here: https://us02web.zoom.us/meeting/register/tZArceGvrz0tGdxdGXyUlnDzibfwqxt2Kg-Z #/registration

Generosity doesn’t have to be fleeting — it can be cyclical, building a ripple effect of positive change.

In her latest Westhampton Living article, Roberta Keller explores how “recycling” generosity can help create lasting impact — for our communities and ourselves.

✨ Read the full piece featured in Westhampton Living Magazine:

https://alexisadvisors.com/recycling-generosity-building-change-that-lasts/

Recycling Generosity: Building Change That Lasts Discover how combining donor advised funds with impact investing can turn generosity into lasting, meaningful change.