Advisors at this firm
James A
Series 63, Series 65
Aurora, OR
Auxier Asset Management
James Auxier is a financial advisor with Auxier Asset Management in Aurora, Oregon, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Auxier Asset Management since 1998 and previously worked at Foreside Fund Services from 2014 to 2021. Outside of his advisory role, he is involved in agricultural ventures, including hazelnut farming and cattle operations, and serves as a director of a charitable foundation. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios while also advising a registered mutual fund and participating in an outsourced wrap fee program.
Mitchell I
Series 63, Series 65
Aurora, OR
Auxier Asset Management
Mitchell Iliyn is a financial advisor at Auxier Asset Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foreside Fund Services, LLC. Mitchell’s role includes research analysis, providing written investment recommendations to portfolio managers. Auxier Asset Management offers investment supervisory services to individuals, high-net-worth investors, and various institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and manages diversified equity and balanced portfolios, including advisory services for a registered mutual fund.
James A
Series 63, Series 65
Aurora, OR
Auxier Asset Management
James Auxier is a financial advisor at Auxier Asset Management in Aurora, Oregon, with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Foreside Fund Services, LLC. Auxier's role includes researching companies and providing fundamental analysis to portfolio managers. Auxier Asset Management offers discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, and institutional clients. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, managing diversified equity and balanced portfolios, and serving as adviser to a registered mutual fund.
Christina B
Series 63
Aurora, OR
Auxier Asset Management
Christina Badrick is a financial advisor at Auxier Asset Management with 31 years of industry experience. She has been with Auxier since 1998 and previously worked at Foreside Fund Services for seven years. Outside of her advisory role, she serves as treasurer and board member of the Animal Rescue & Care Fund, a nonprofit focused on the rescue, medical assistance, and adoption of homeless companion animals. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to a range of clients including individuals, high-net-worth investors, and institutional entities. The firm employs a value-oriented, fundamental analysis approach aimed at long-term capital appreciation, managing diversified equity and balanced portfolios tailored to client objectives.
Luke A
Series 65
Aurora, OR
Auxier Asset Management
Luke Auxier is a financial advisor at Auxier Asset Management in Aurora, OR, holding a Series 65 designation with two years of industry experience. Prior to joining the firm, he worked at Deloitte and Touche for seven years and has academic experience at Oregon State University and Texas Christian University. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and charitable organizations. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and manages diversified portfolios including equity, balanced, and fixed-income investments.
Lillian W
Series 63, Series 65
Aurora, OR
Auxier Asset Management
Lillian Widolff is a financial advisor with Auxier Asset Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Auxier Asset Management since 2003 and previously at Foreside Fund Services, LLC for nine years. In addition to her advisory role, she serves as operations and compliance manager and chief compliance officer for the Auxier Fund. Auxier Asset Management provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth investors, institutions, and various entities. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation and business fundamentals, managing diversified equity and balanced portfolios and advising a registered mutual fund.