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Jensen Investment Management Inc.

Headquartered in LAKE OSWEGO, OR

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Firm Information

Jensen Investment Management Inc. is an investment advisor based in LAKE OSWEGO, OR. The firm manages approximately $13.44 billion in assets for a range of clients, including individuals, corporations, investment companies, pooled investment vehicles, and non-profit organizations. They offer portfolio management services and have a team of 6 investment advisor representatives and 16 individuals involved in advisory functions.

Jensen Investment Management Inc.

5500 MEADOWS ROAD

LAKE OSWEGO, OR 97035-3623

$13.44B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

JENSEN INVESTMENT MANAGEMENT INC. has a total of 3 branch locations across the country.
location

Tiburon, CA

location

Milwaukee, WI

location

LAKE OSWEGO, OR

Advisors at Jensen Investment Management Inc.

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Keith Andrew Reiland

RA

LAKE OSWEGO, OR

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Maryann Elizabeth sievila Dahl

RA

LAKE OSWEGO, OR

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Robert David McIver

RA

LAKE OSWEGO, OR

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Phillip Steven Bennett

RA

LAKE OSWEGO, OR

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Philomena Ann Ferree

RA

LAKE OSWEGO, OR

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Chelsea R Cowley

RA

LAKE OSWEGO, OR

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Eric Herbert Schoenstein

RA

LAKE OSWEGO, OR

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Disclosures

There are no public disclosures for Jensen Investment Management Inc..

Frequently Asked Questions (5)

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