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(800) 221-4384 Lake Oswego Office 5500 Meadows Road, Suite 200 Lake Oswego, OR 97035

Jensen Investment Management is 100% employee-owned. We invest alongside our clients and believe deeply in our investment process. This independence allows us to place our clients first in all that we do.

Our pursuit of quality defines us. For equities, either through separate stock holdings or the proprietary Jensen mutual funds, our belief is that enduring wealth can be created by owning great companies that consistently create shareholder value over long periods of time. For fixed income securities and cash equivalents we embrace high quality investments, minimizing exposure to interest rate swings.

As an employee-owned firm our decisions are never beholden to a parent company or the outside influence of a third party. This allows us to plan for the future, aligning our interests with yours and never wavering from the fact that if we do the right thing, our clients will be in a position to succeed.

By embracing a team approach, our clients work with a dedicated group of wealth management professionals who know them and their families. We also welcome the opportunity to work with other professionals to ensure that portfolios are correctly aligned with objectives.

With a straightforward fee schedule, Jensen clients know exactly what they’re paying for investment management services.

Our research is 100% internal and fundamentally-driven. Our team of Portfolio Managers analyze the quality companies comprising our client accounts in-depth. It’s this layer of knowledge, which we impart on our clients, that leads to peace of mind as investors have a firm understanding of the businesses they own.

THE JENSEN STORY

Based in Portland, Oregon, Jensen Investment Management was founded by Val Jensen in 1988. Val believed that an investment management firm focused on the client with a disciplined approach to investing would stand the test of time. For over 30 years, we have worked hard to win the trust and confidence of our clients. We have achieved this by building an independent firm that attracts and retains talented professionals who are dedicated to servicing our clients with integrity.

Transparency is one of the cornerstones for how we engage and interact with our clients. It’s not just about knowing what you own but also about how much you’re paying for it.

Keith Reiland
Keith Reiland Director - Private Client read his bio