Founder and CEO Roberta Keller believes that every dollar invested has an impact - both for individuals and for our world. Her extensive background in money management - from Wall Street to Connecticut and London - has led her to build quantitatively-driven proprietary portfolios that strive to minimize the negative impact of catastrophic stock market losses. Her long-time yoga and meditation practices are tightly intertwined with how she has built her business, with a focus on transparency, integrity and encouraging purpose-driven living. Alexis Advisors is the regions first B-Corp certified, values-based advisory experience.
Roberta wants to work with curious people - the people who seek to answer ‘Why?’ And want to align their money with their values. She is passionate about helping women rescript the stories they tell themselves about money so they can thrive - despite what they’ve been taught by societal norms. In addition to her purpose-driven work, Roberta thrives through her passions for Ayurvedic wellness, yoga, nature and enjoying her Church Hill community with her husband, Robert, and dog, Lila.
Community Impact Roberta is currently on the board of The Innerwork Center, and serves in an advisory capacity to Slow Money of Central Virginia and Secure Futures Solar microfinance project. She is also on the board of Impact Makers, another Certified B Corp in RVA.