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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Herbert Schoenstein is an Investment Advisor Representative associated with Jensen Investment Management Inc. Eric has been in the industry since September 2002 and is currently registered with the state of Oregon. Eric's firm offers a variety of advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm serves a variety of clients, including high net worth individuals, corporations, individuals other than high net worth, insurance companies, investment companies, non-profit organizations, pooled investment vehicles, and pension plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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OR
09/30/2013 - Present
Jensen Investment Management Inc. (LAKE OSWEGO OR)
IA
Issued 09/28/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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