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ASI Wealth Management & Consulting Services

Investment Planning Financial Planning Consultants Investment Advisory Service

About

ASI is a wealth management firm providing personal wealth management and institutional consulting throughout the Pacific Northwest. The firm is an independent Registered Investment Advisor founded in 1998. We provide fee-only wealth management and consulting services to affluent families and individuals, retirement plans, endowments, foundations, trusts, corporations and not-for-profits. We align client portfolios with their values and goals through careful planning and asset allocation.

We're invested in our clients. We're invested in our community. We're invested in each other.

That investment is packed with meaning and intent. Why? Because we're invested in the idea that wealth is borne not just from portfolios and bank accounts, but from relationships and experiences that make us who we are.

When it comes to our clients, we're all in. We not only know our clients, we take the time to really "get" them. We don't take short cuts, and we always do what's right rather than what's easy. We invest our time, energy and dedication in each and every client, not only from the start of a relationship, but also for generations to come. We don't just manage their assets--we have their backs. And we boldly forge the path to success guided by the beacon of their goals, dreams and passions rather than our own.

This is the source of our equity. An unyielding commitment to our clients that pays dividends in the confidence that a child's tuition will be there. The security of a worry-free retirement. The comfort of knowing a family will be taken care of today, tomorrow and always. We're a trusted advisor. A partner. A friend. A family member. Because for us, the greatest investment isn't in a "what," it's in a "who."

Additional Info

At ASI, we believe in doing what right instead of what's easy. In investing our time and energy in each and every client. In understanding that this is a people business, never a numbers game. Unencumbered by sales quotas and commissions, were free to do what's right for you rather than what's beneficial to us, creating investment solutions that begin end and revolve around one thing: taking you from where you are to where you want to be. Were invested in our clients. In our community. 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.