ASI - Advisory Services and Investments LLC - Personalized Client Services

We have worked diligently over the years to develop key components to our client relationships that enhance everyone’s experience.

 

We are always available to you for your questions, concerns, or conversations. We encourage regular meetings at intervals convenient to you but we want you to know you can reach us anytime you like.

 

Independent statements from your third party custodian will put your mind at ease but ASI will provide you with customized quarterly portfolio reviews that present comprehensive information on your investments as well as concise summaries of your results and our progress toward your goals. These important reports have evolved, and continue to evolve, with our client’s feedback.

 

The investment industry has become very good at burying fee disclosures in the fine print. ASI works hard to make sure all the costs of investing are fully transparent. As an independent firm with no brokerage or insurance affiliations, the only fees we collect are the ones you pay. We have designed all of our reporting to show your results net of all fees and expenses.

 

We work with a network of professional advisors, to gain the precise expertise we need to serve as your personal wealth manager and effectively manage all aspects of your financial affairs. These carefully selected experts provide us with a high-level of knowledge and skill in key aspects of your finances. As your wealth manager, we review your complete financial picture and identify any needs. As appropriate, we then turn to our network in order to evaluate your specific financial challenges and devise appropriate solutions.

 

Advisory Services & Investments works with leading Trust and Estate Lawyers, Life Insurance Specialists, and Accountants in each of our markets throughout the Pacific Northwest.

 

 

 

• Overview
• Discovery
• Wealth Management Process
• Advanced Planning
• Personalized Client Services