ASI Wealth Management

Portfolio Manager
Bend, Oregon/

Bill Valentine has worked in the investment business for over 30 years, beginning four months before Black Monday (October 19, 1987). That auspicious start did not deter him as he launched his career and was awarded the Chartered Financial Analyst designation in 1993. Bill also holds the Series 2 & 65 licenses.

Bill joined ASI as the founder of Valentine Ventures, a Wealth Management firm that merged with ASI in January of 2021. He serves as co-chair of ASI Investment Committee. Prior to founding Valentine Ventures in 1997, Bill worked at Piper Jaffray & Hopwood, EF Hutton, and Fisher Investments. For six years, he was the host of “The Rich Life with Bill Valentine,” a syndicated radio talk show. He also penned “The InvestMentor,” a syndicated column about investing, and is noted for several prescient (and a few not-so-prescient) calls including the forewarning of the Real Estate Crash. Bill is driven by his passion for living life to the fullest – and helping clients as they responsibly design their own lives and futures.

A member of the CFA Institute – Portland Society and American Mensa, Bill has served on the boards of The High Desert Museum, Habitat for Humanity – San Francisco, and The Cinnabar Arts Corporation. Outside of work, Bill enjoys spending time with his wife Jessica and their four young men. His favorite way to spend a weekend might be mountain biking, fly fishing for steelhead, or maybe watching Arizona Wildcat college hoops or the annual beating the Vikings take in the NFL.

A proud Bendite, Bill was born and raised in the frozen tundra of Minnesota and graduated from the University of Arizona with a bachelor’s degree in Business, majoring in Finance.