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Advisory Services:
- Wealth Management
- Business Succession
- Retirement/Financial/Estate Planning
Brokerage Services:
- Fee/Commission
- Stocks/Bonds/Mutual Funds
- Rule 144 Transactions
- Corporate Retirement Plans
Insurance:
- Annuities (Fixed/Variable)
- Life (Term/Universal/Whole)
- Long Term Care
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Welcome to Washington Asset Management
 Washington Asset Management is a local financial services provider, founded in 1993 by T. Jackson Warfield. Brian DiJulio, whose career in the industry began in 1987 at E.F. Hutton, joined the company in 1997, and in 2001 became CEO and President.
Mr. DiJulio renewed and intensified the company’s focus on the many great local companies right here in the Northwest, striving to be our client’s "Closets Ear to the Ground" when it comes to Northwest Public Companies ans businesses. To back that effort up, Washington Asset Management holds a one of a kind event annually to give our clients the opportunity to meet with and learn from the management of some of these great local firms. The Northwest Investors Forum, now in it’s seventh year, has featured the CEO’s and CFO’s of Nordstrom, Costco, Plum Creek Timber, Alaska Airlines, McKinstry Mechanical, Sterling Financial and Blue Nile.
While our niche may be Northwest Businesses, our affiliation with Paulson Investment Co. and RBC Dain Rauscher, gives us a complete and well rounded arsenal of tools to service any client need with the most sophisticated of products and services available on a global scale. Please visit the rest of our site to learn more about the depth of the services we have available to help you with any financial need.
If you’re a broker, please contact Mr. DiJulio to learn more about the opportunity to become a part of the Washington Asset Management Team. We are always looking for bright, honest, service oriented professionals who want to pursue the best interests of their clients in a local, independent environment. Grow your business locally with Washington Asset Management!
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"Brian DiJulio, WAM CEO welcomes our investors"
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"Our Panel, Diane Irvine; CEO Blue Nile, Brian DiJulio; CEO, WAM, Trent Davis; President, Paulson Invest. Co, Brad Tilden; President, Alaska Air Group, Bill Ayer; Pres/CEO, Alaska Airlines, Kemper Freeman; CEO, Kemper Development Co., and David Allen; Principle, McKinstry Mechanical."
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| RSVP Now for 7th Annual NW Investor's Forum |
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 KEYNOTE SPEAKER
Michael Adler
CFO Expedia,|nc.(EXPE)
it g As Chief Financial Officer, Michael Adler oversees the planning and analysis of the global finance and accounting functions for Expedia, Inc. Prior to joining Expedia, Adler most recently served as Senior Vice President of Financial Planning and Analysis for IAC/ lnterActiveCorp, a diversified operator of leading online and offline businesses in sectors being transformed by the Internet. I-Ie held a number of financial and operational roles during his five-year tenure at IAC.
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 Chet Paulson
CEO Paulson Investment Co., Inc. (PLCC)
Chester (Chet) Paulson has been in the investment business for over 40 years, starting as a securities trader for a local firm in Portland, Oregon. He and his wife, Jacqueline, founded Paulson Trading Company in 1970, concentrating primarily on making the firm the "Northwest's largest market maker". Over the years, the firm added a retail sales force and Paulson Investment Company, Inc. now offers a Hill range of services to the public.
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 Diane lrvine
CEO Blue Nile, Inc. (NILE)
Returning with an update from her 2010 Keynote, Diane Irvine, CEO of Blue Nile, a publicly traded online Diamond retailer, headquartered in Seattle with revenues of over $330 million in 2010.
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 When: May 18th, 2011
Where: Bellevue Hyatt Regency Hotel, Auditorium Room
900 Bellevue Way NE, Bellevue WA, 98004
Appetizers/ Hosted Bar Pioneer Funds
Space is limited, please RSVP by May 13th
RSVP to your WAM advisor or Vonie Bright at vbrigl1t@branch.paulsoninvestment.com
or call (425) 450 - 4062
Securities offered through Paulson Investment Co. Inc, Member FINRA/SIPC |
Thank You
To THIS YEAR'S SPONSORS
BEHRINGER HARVARD
First Trust Protfolios
Prudential Annuities
Federated Funds
Pioneer Funds |
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Contact Us
Washington Asset Management
10500 NE 8th Street
Suite # 725
Bellevue, WA 98004
Phone: (425) 646 6630
Fax: (425) 450 4065
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