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 key...
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 assets...
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 and...
Greg Swanson
[vc_custom_heading text=”Senior Client Advisor Seattle, WA” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Greg’s passions: personal finance and helping people. The sweet spot: serving as a Client Advisor at ASI. Greg puts his people-first focus...
John Bellman
[vc_custom_heading text=”Client Advisor Bend, OR” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] John joined ASI in 2017 as an addition to our research team in our Bend office. Prior to ASI, John began his career...
Stacy Horton
[vc_custom_heading text=”Operations & Trading Specialist (Special Ops) Bend, OR” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Stacy Horton is ASI’s Operations and Trading Specialist in the Bend office. Before joining ASI in 2005, this native...
Brian DeBels
[vc_custom_heading text=”Director of Research, Senior Advisor Bend, OR” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Brian is our Director of Research and a Senior Advisor. He has served on the Investment Committee at ASI since...
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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 beginning...
Michael Bird
[vc_custom_heading text=”Michael Bird Client Advisor” font_container=”tag:h4|text_align:left|color:%2350b1a0″ use_theme_fonts=”yes”] Michael Bird joined ASI along with the acquired Valentine Ventures firm, where he began his career as an intern in 2016. Over the...
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 30 years, beginning four months before Black Monday (October 19, 1987). That auspicious...