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Showing 1 - 6 of 6 results
JENSEN INVESTMENT MANAGEMENT, INC.
JENSEN INVESTMENT MANAGEMENT, INC.
Lake Oswego, Oregon
11-50 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
ROEHL & YI INVESTMENT ADVISORS, LLC
ROEHL & YI INVESTMENT ADVISORS, LLC
Eugene, Oregon
11-50 employees
Roehl & Yi is an independent wealth management firm located in Eugene, Oregon. Established on the foundational values of teamwork, integrity, stability, and professionalism—we are the financial advisors you can trust. We serve clients across the West Coast, from northern California to Washington, ranging from high-net-worth individuals to qualified retirement plans, foundations, and endowments. Our private wealth advisors come from a variety of backgrounds including business administration, law, international banking, marketing, and organizational behavior. With their extensive education, experience, and certifications, our advisors have the expertise required to successfully develop your custom financial portfolio.
Retirement Benefits Rank
Market Leading
AUXIER ASSET MANAGEMENT LLC
AUXIER ASSET MANAGEMENT LLC
Aurora, Oregon
11-50 employees
Financial analysis and investment-based company research
Retirement Benefits Rank
Market Competitive
HUMAN INVESTING LLC
HUMAN INVESTING LLC
Lake Oswego, Oregon
11-50 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
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ALLEN TRUST COMPANY
ALLEN TRUST COMPANY
Lake Oswego, Oregon
11-50 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
CGC FINANCIAL SERVICES, LLC
CGC FINANCIAL SERVICES, LLC
Lake Oswego, Oregon
11-50 employees
Administrative and client support for a team of 3 financial advisors servicing circa 2,500 active clients in addition to prospects. Brokerage and Fund Direct account set-up along with ongoing maintenance. Fielding client queries regarding general investment accounts and qualified accounts, calculation of annual RMD, and general market concerns.
Retirement Benefits Rank
Below Market