Alexis Advisors
Virginia, United States
March 2016
Investment advising
Service with Minor Environmental Footprint
United States
Alexis is Greek for "helper, defender." The founder, Roberta Keller, started the firm in direct response to what she believed to be a need in the marketplace. To build a firm that focuses on sound advice, rather than product sales. To build a firm that is transparent in all that they do. To build a firm that focuses on consumer education, including understanding total costs and services received for fees paid. Alexis Advisors offers investment management and financial planning services to families, women and small businesses. As a fee-only Registered Investment Advisor, their mission is advocate for the working professional - to engage, educate and elevate consumers in being informed, confident financial decision makers. They believe that everyone should have a life plan - supported by a financial plan and you should be able to clearly understand how your money is invested, and how much you are paying for services rendered.When it comes to managing your money, they believe that the best offense is likely a good defense. They invest clients’ money in their proprietary portfolios. They actively manage exposure to equities in each of our portfolios with the goal of mitigating catastrophic losses.
Overall B Impact Score
Governance 16.5
Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Governance 16.5
Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.
Workers 27.5
Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.
Community 19.8
Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.
Environment 4.5
Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.
Customers 41.2
Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.
What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.