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Showing 1 - 12 of 35 results
JENSEN INVESTMENT MANAGEMENT, INC.
JENSEN INVESTMENT MANAGEMENT, INC.
Lake Oswego, Oregon
25-49 employees
At Jensen Investment Management, our pursuit of quality defines us. We bring clients an unwavering dedication to a consistent investment process while striving to provide exceptional client service. The strength of our investment philosophy is built on a long-term perspective and a commitment to investing in quality businesses. We believe these quality companies possess sustainable competitive advantages, creating value as profitable businesses that can, over time, provide attractive returns with less risk than the overall market. Jensen offers quality growth, quality value, and global quality growth strategies derived from a singular investable universe of companies—the Jensen Quality Universe.
Retirement Benefits Rank
Top Benefits
TRUE PRIVATE WEALTH ADVISORS, LLC
TRUE PRIVATE WEALTH ADVISORS, LLC
Salem, Oregon
1-24 employees
Salem, the capital city of Oregon, lies in the heart of the lush Willamette River Valley. Centrally located, Salem is 47 miles south of Portland along I-5, an hour from the Cascade mountains to the East, and an hour from the Pacific ocean to the West. Salem currently has several exciting career opportunities: https://www.governmentjobs.com/careers/cityofsalem
Retirement Benefits Rank
Top Benefits
FOCUSPOINT SOLUTIONS, INC.
FOCUSPOINT SOLUTIONS, INC.
Portland, Oregon
50-99 employees
For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH While FocusPoint's virtual back/middle office support team handles your day-to-day back office responsibilities, our executive team of seasoned professionals can help you to remain focused on your long-term goals…offering you guidance, tools, and resources to grow and market your business through our comprehensive practice management program. Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support.
Retirement Benefits Rank
Below Market
AUXIER ASSET MANAGEMENT LLC
AUXIER ASSET MANAGEMENT LLC
Aurora, Oregon
1-24 employees
Financial analysis and investment-based company research
Retirement Benefits Rank
Market Competitive
HUMAN INVESTING LLC
HUMAN INVESTING LLC
Lake Oswego, Oregon
1-24 employees
Human Investing was established in 2004 under a fiduciary standard. This means being legally and ethically bound to putting your interests first and foremost. There will be no selling pressures, no commissions, no inflated promises, and no incomplete truths. We understand that money touches all aspects of life and are proud to employ a team of credentialed financial experts that work together for you. If you're an individual, family, or company that values all of these things, come talk with us.
Retirement Benefits Rank
Top Benefits
FINITY GROUP, LLC
FINITY GROUP, LLC
Portland, Oregon
25-49 employees
Finity Group, LLC is a privately owned and truly independent financial services firm, providing objective, situation specific recommendations to individuals, businesses and the medical community. As an independent firm without any proprietary relationship to insurance companies or investment related products, Finity is able to delve into each clients situation to produce a plan specific to their unique goals. "Providing financial clarity to our clients focusing on long term relationships built on trust, integrity and service."​ Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC
Retirement Benefits Rank
Top Benefits
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VEBER PARTNERS LLC
VEBER PARTNERS LLC
Wilsonville, Oregon
1-24 employees
VEBER PARTNERS LLC was founded in 1989. The firm is one of the premier private investment banking firms in the Pacific Northwest which focuses on Mergers and Acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, Business Energy Tax Credit placements, and other financial advisory services. It operates in five primary sectors including: • manufacturing/distribution, • technology, • business services, • consumer/retail, and • healthcare Veber Partners has broad industry exposure, with particular expertise in multiple industries including forest products, healthcare, computer hardware and software, food processing, energy, building materials, and industrial products.
Retirement Benefits Rank
Market Laggard
UNITED FUND ADVISORS, LLC
UNITED FUND ADVISORS, LLC
Portland, Oregon
1-24 employees
United Fund Advisors, LLC (UFA) is a fund manager and financial services company that provides investment capital and advisory services for community development projects throughout the country. As a certified B Corporation with over $350million of assets under management, all of UFA’s investments and services are driven by its triple bottom line mission “to create opportunities for profitable investments which enhance social and environmental yields."​
Retirement Benefits Rank
Below Market
MARATHON MANAGEMENT INC.
MARATHON MANAGEMENT INC.
Wilsonville, Oregon
1-24 employees
Marathon Management Inc is a company based out of 547 E Washington St, Chagrin Falls, Ohio, United States.
Retirement Benefits Rank
Market Laggard
ALLEN TRUST COMPANY
ALLEN TRUST COMPANY
Lake Oswego, Oregon
1-24 employees
Allen Trust Company, a trust-only bank, is a Portland-based company with offices in Oregon, Washington and Alaska. In 2001, Stuart B. Allen founded the firm on the principles of being locally-owned, remaining independent, and providing highest-quality, personalized service. We provide tailored financial services to trusts, charitable organizations, and individuals seeking comprehensive asset management. Dedicated to meeting your financial goals with objectivity and flexibility, we nurture and protect your financial well-being.
Retirement Benefits Rank
Market Competitive
PREISZ ASSOCIATES, INC.
PREISZ ASSOCIATES, INC.
Portland, Oregon
1-24 employees
PREISZ Financial, is a "one-stop shop"​ financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being. Our firm was founded by Michael Preisz who started our financial services firm under the name of Preisz Associates, later incorporating to become Preisz Associates, Inc. and in 2015 becoming PREISZ Financial. We have expanded from a one-person office to a team of dedicated professionals offering comprehensive financial services to individuals, families, and businesses. While we have changed names, grown, and evolved, our mission to help clients pursue financial security has never wavered. A Servant’s Heart We care! Our people possess a servant’s heart - the heart of someone who places themselves in the position of our clients, listens to their needs, and is dedicated to providing them with a timely strategy. As professionals dedicated to your needs, our advisors and staff will always put your needs ahead of our own. Our goal is to ensure you are completely satisfied with every aspect of your relationship with us. CONTACT US If you have any questions or would like to meet to discuss your group retirement plan, employee benefits, financial plan or other financial services needs, please contact us. The financial consultants of PREISZ Financial are Registered Representatives with, and Securities offered through, LPL Financial, Member SIPC www.sipc.org. Investment advice offered through PREISZ Financial, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Financial consultants for PREISZ Financial are securities licensed in the following states: Arizona, California, Colorado, Georgia, Maryland, Oregon, Texas, Virginia and Washington.
Retirement Benefits Rank
Market Competitive
BLUE WATER WEALTH, INC.
BLUE WATER WEALTH, INC.
Portland, Oregon
1-24 employees
Served as Lead or Associate Advisor on nearly 200 client relationships providing holistic wealth planning advice and strategies. Served as main advisor for new prospect meetings.
Retirement Benefits Rank
Below Market