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Philomena Ann Ferree is an investment advisor representative with Jensen Investment Management Inc. Philomena Ann Ferree has been in the industry since September 2012. Philomena Ann Ferree is registered in Oregon and has passed the Uniform Investment Adviser Law Examination. Philomena Ann Ferree specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Jensen Investment Management Inc. is a registered investment advisor that provides a variety of investment advisory services, including portfolio management. Jensen Investment Management Inc. manages assets for individuals, businesses, investment companies, and pooled investment vehicles.
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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05/30/2017 - Present
Jensen Investment Management Inc. (LAKE OSWEGO OR)
IA
Issued 12/10/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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