Alix Kusler, CWS®
Partner
Alix serves as partner and portfolio manager at Southwest Investment Advisors. She builds long-term relationships with clients and develops financial plans and strategies that allow clients to “outsource the worry” to the SIA team so that they can live the lives they want to live, knowing that their money is in good hands. As portfolio manager, she directs the portfolio team as they research, implement, and monitor investment portfolios specifically designed to help clients pursue their goals in an ever-changing world.
Alix joined SIA in 2009 after serving as a college ministries intern at a Presbyterian church in Fort Collins, Colorado. In her time at SIA, she has worn just about every hat in the firm from operations manager to financial advisor to portfolio manager and now partner.
Alix graduated Magna Cum Laude with a bachelor’s degree in business administration from Pepperdine University, where she seized the opportunity to study abroad in Florence, Italy. Yes, she still speaks (limited) conversational Italian, and yes, she still has an undying love of bold red wine, al dente pasta, and dark chocolate.
Alix holds FINRA Series 7 and 66 securities registrations, which are held through LPL Financial.
When she’s not in the office, Alix enjoys running with her handsome husband, singing at church, laughing with friends, and traversing National Parks with her two very active young boys. She is in a constant state of rearranging furniture, which she swears is a real hobby, and has recently renewed her long-lost love of reading, preferring historical fiction with an element of magic or mystery.
