Who We Are

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 $1.2 billion in...

Sustainable Investing

At ASI, our clients’ growing interest in supporting a positive social or environmental impact often sparks conversation around whether they can integrate their principles with their investment goals. One...

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Some Things Go Better Together At ASI, we are proud to announce that Valentine Ventures, one of Central Oregon’s leading wealth management firms, joined the ASI team at the...

Andrew Gray

[vc_custom_heading text=”Senior Client Advisor Bend, Oregon” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] As an Advisor with ASI Wealth Management, Andrew works to develop, implement, and monitor comprehensive wealth management strategies designed to grow...

Steven B. Wright

[vc_custom_heading text=”Senior Client Advisor Medford, OR / Portland, OR” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] As Senior Client Advisor, Steve is passionate about creating investment and wealth planning strategies to help clients achieve...

William Valentine

[vc_custom_heading text=”Portfolio Manager Bend, Oregon” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Bill Valentine has worked in the investment business for over 25 years. He was born and raised in Minnesota and graduated from...

Michael Bird

[vc_custom_heading text=”Michael Bird Client Advisor” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Michael joined ASI as a part of the acquired Valentine Ventures team. Michael began his time in financial services as an intern...

JaiDee Taruscio

[vc_custom_heading text=”Trader Bend, Oregon” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] JaiDee joined ASI as part of the acquired Valentine Ventures team. JaiDee’s financial career started at Smith Barney, where she worked in client...

Carol Muller

[vc_custom_heading text=”Operations Bend, Oregon” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Carol has over 25 years of financial services operations experience. She started at Pacific Investment Management Company (PIMCO), where she handled different aspects...