Alexis Advisors is proud to be a Certified B Corp.

B Corp certification is a lengthy and thorough process, similar to Fair Trade certification for coffee or USDA organic certification for milk. Developed by the non-profit B Lab, it's the nation's most rigorous assessment of a company's positive social and environmental impact.

In spring 2016, Alexis Advisors reinforced its mission of advocacy, education, and service by becoming a Certified B Corp.

Being a B Corp means that we do not exist just to make a profit. Rather, every day, in everything we do, we work to educate and advocate for the working professional, to improve the transparency of our business model, and to be intentional about the impact we have on our community and the environment. Some other examples of our impact:

  • Sustainably Focused Investments We screen 100% of of the Exchange Traded Funds (ETFs) used in our proprietary portfolios. Our goal is to invest 90% - 100% client assets in ETFs having a Morningstar Sustainability Rating of 3 - 5 globes. 
  • Community Give Back Through a combination of cash and pro bono hours, we are committed to dedicating the equivalent of 2-3% of gross revenues to charitable partners each year.
  • Transparent We are committed to being 100% transparent about fee sources - not just our fees, but all fee sources. We are members of NAPFA, an association that only accepts fee-only advisors into their network. 

Our status as a B Corp reflects how well we embody our values and offers us the constant challenge to be even better in how we run our business.


B Corps: Using business as a force for good

The B Corp designation recognizes companies that have an ongoing commitment to producing benefits to customers, employees, communities, and the environment. The truth is that business impacts more than just shareholders. B Corps are companies that understand this and hold themselves equally responsible to their community and to the planet.

B Corps meet the highest standards of verified social and environmental performance, public transparency, and legal accountability, and aspire to use the power of markets to solve social and environmental problems.

Learn more about the global B Corp movement to redefine success in business:

The B Impact Assessment

The certification process starts with the B Impact Assessment. The goal of this assessment is to “measure what matters.” Companies are evaluated on five impact areas: environment, workers, customers, community, and governance. A total score of 80 (out of a possible 200) is required to become a certified B Corp. Updated assessments are required every two years. 

As you can see in the sidebar, Alexis Advisors earned a total of 99 points on the B Impact Assessment. We are striving to bring this number even higher with our re-certification in spring of 2018.

The B Impact Assessment is a free tool for any company to assess their impact and find room for improvement in 90 minutes or less. Click here to learn more and get started on yours:


The B Impact Report’s goal is to “measure what matters.” Scores are based on a rigorous assessment administered by B Lab.