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

Your financial situation is as unique as you are. At Jensen we strive to advance your financial goals with a thoughtful, focused, disciplined and long-term program that utilizes high quality investments

Individuals & Families

  • As long-term investors, our goal is to understand our clients’ financial objectives and create a portfolio tailored to these needs. We believe that financial objectives are best achieved with flexible plans designed for you, not “off the shelf/one size fits all” programs available elsewhere. Our services include a dedicated team of wealth management professionals who know you and your family.

  • How we can help

    • High quality investment management services
    • Independent financial advice from a firm with decades of experience
    • Cash flow management and retirement planning
    • Philanthropic and family giving
    • Client education
    • Holistic approach by embracing interactions with other professionals

In an industry with an often short-term outlook, helping families, some across four generations, is one of the greatest compliments we receive.

Rob McIver Managing Director - Portfolio Manager

Endowments & Foundations

  • Jensen is well-versed in meeting the complex needs of our clients’ foundations and endowments, building focused, disciplined and long-term portfolios designed to achieve their organization’s goals.

It’s a great privilege to help our clients achieve their goals, and an honor to help them establish their legacy.

Keith Reiland Director - Private Client

We listen and empathize with clients on a deeper level in order to discern what they really want and need.