Jensen Investment Management Inc.
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 105281
- Registered since
- August 19, 1988
- Website
- www.jenseninvestment.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies67.98%
- Pooled Investment Vehicles18.11%
- HNWI8.34%
- Corporations / Businesses1.98%
- Other Investment Advisers1.06%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jensen Investment Management Inc. is a corporation operating as an institutional registered investment adviser. The firm is SEC-registered (registration in 1988) and charges clients on a percentage-of-assets-under-management basis. Its client mix includes individuals and families as well as institutional entities, and its advisory services cover portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Jensen identifies as an active ESG investor and incorporates those considerations into its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
1 of 1
Gabriel Goddard
Managing Director - Chief Compliance Officer and General CounselCRD 5094859
Contacts
3 of 8
Robert Mciver
Managing Director & Portfolio ManagerCRD 5124641
Philomena Ferree
Manager - Private ClientsCRD 6126508
Keith Reiland
Director - Private ClientCRD 6133125
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$14.8M in ETFs
0%
$0
0%
$14.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JENSEN QUALITY GROWTH ETF (JGRW) | $14.8M | 544,862 | 100.00% |
Location
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 5500 Meadows Rd
- Time zone
- PT (UTC-8)
- Office locations
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