Who We Are

Investing is for the long-term. At ASI, so are relationships.

In a nutshell, ASI is one of the top financial advisory firms in the Northwest. What does that mean?

Well, for starters:

We manage more than $1.4 billion in assets
We’ve served investors for 25 years
Each team member has an average of 20 years of experience in the financial industry
We believe in growing relationships not acquiring accounts, so we limit our clientele so that we can serve each and every client with the personal, committed attention they deserve.
Our accreditations and certifications include Certified Investment Management Analyst, Certified Private Wealth Advisor®, Investment Management Consultants Association® Retirement Plans Associate®, CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor℠
We’re committed to our communities, and “walk the walk” with a charitable fund designed to promote good in our cities and in our world
Our clients are like family—in fact, most have been with us for about a decade, and one has been with us for 25 years
We also have low turnover among staff, a testament to our vision and our work

Of course, we’re much more than that. We’re trusted advisors. Committed community members. Weekend warriors. Moms and dads. Pet parents. And investment geeks who absolutely love complex situations and giving our clients the peace of mind that the success that they’ve built will be with them now and in the future.

We’re headquartered in Bend, Oregon, a reflection of our commitment to quality of life, community and living every day to the fullest, with additional offices in Medford, Portland and Seattle. Our addresses may be different, but our hearts are in the same place, united to help our clients live their best lives.

This is who we are. Now see what we can do for you.

Who We Are

In a nutshell, ASI is one of the top financial advisory firms in the Northwest. What does that mean?

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