Conquer Information & Life Overload

Plan your retirement with professional investment management for what is one of your largest assets – your company retirement plan.

Make your retirement plan work for you

Your workplace retirement plan provides some of the best opportunities to save for retirement. A 401(k) and other company retirement plans (403(b), TSP, 457, etc.) allow you to contribute far more than a standard IRA, giving you the ability to strive to meet your retirement goals more quickly.

But juggling work and life can make it tough to be motivated to log in and pick out individual investments or optimize your plan.  Women, in particular, tend to be less confident and focused on managing their investments (less than 50%, according to this study), often because of multiple competing demands – a job, kids, aging parents, running a household, non-profit/volunteer activities, and more. And the longer you delay paying attention to your investments, the harder it becomes to use your retirement plan to empower your future.

If you don’t have the time or interest to manage what is one of your largest investments, let us lend a hand. Alexis Advisors’ Retirement Plan Management Service means that you can rely on professionals to make investment selections and monitor your retirement plan – leaving you free to focus on the things that matter most.

Start your journey with Alexis Advisors

There are only a few steps required to access our retirement plan investment services. Set up is quick and secure – all you have to do is sign an agreement and connect your custodian platform to us, where we can review investments and make trades on your behalf. Your data is secure from the start, and with just a few simple steps, your retirement portfolio will be on its way to aiming to help you reach your full potential.


Impact Insights

Curious about ESG and its growing role in making the world a better place? Responsible investing isn’t just about building your wealth – it’s about understanding the power of every dollar and being mindful with your money. ESG investments are at the heart of intentional, informed financial impact. Sign up for our newsletter and download our FREE whitepaper about ESG investing. Learn how you can leverage your money to drive corporate responsibility and build a roadmap to a more sustainable future – all while growing your wealth.