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Form ADV Part 2A Firm Brochure Jensen Investment Management, Inc. 5300 Meadows Road, Suite 250 Lake Oswego, Oregon 97035 Telephone: (503) 726-4384 email: CCO jenseninvestment.com Web Address: www.jenseninvestment.com

How to fill out jensen investment management form

Who needs Jensen Investment Management form?

Individuals who are interested in investing their money and want professional management of their investment portfolio may need Jensen Investment Management form. It is suitable for both experienced investors and those who are just starting out.

How to fill out Jensen Investment Management form:

1. Start by obtaining the form: You can usually find the Jensen Investment Management form on their official website or request it directly from the company. Make sure to download or print the most recent version of the form.
2. Personal Information: Begin by providing your personal details such as your full name, address, contact number, and email address. This information is necessary for the company to communicate with you regarding your investment.
3. Investment Objectives: Clearly state your investment objectives and goals. This includes specifying your desired investment return, time horizon, risk tolerance, and any other relevant information. Be as specific as possible to assist the investment managers in tailoring their strategies to meet your needs.
4. Financial Information: Disclose your financial information such as your net worth, income, and employment details. This will help the investment managers understand your current financial situation and make appropriate investment recommendations.
5. Investment Experience: Indicate your level of investment experience and knowledge. This may include details about any previous investments, the types of assets you have invested in, and your familiarity with different investment products.
6. Signature and Date: Read the terms and conditions carefully and sign the form to indicate your consent. Make sure to date the form as well.
7. Submission: After completing the form, review it thoroughly to ensure all the information provided is accurate and complete. Attach any required documents, such as identification proof or supporting financial statements, if applicable. Then, submit the form to Jensen Investment Management through the designated channel, which could be via mail, email, or an online submission portal.
8. Follow-up: After submitting the form, it is essential to keep copies of all the documents for your records. You may also want to follow up with Jensen Investment Management to confirm receipt of your form and inquire about any further steps or information required.

Remember, it is always prudent to seek professional advice from a financial advisor or consult the company's customer service if you have any questions or need assistance while filling out the Jensen Investment Management form.

For pdfFiller’s FAQs

What is jensen investment management form?

The Jensen Investment Management form is a document used by investment managers to report information on their investments and holdings.

Who is required to file jensen investment management form?

Investment managers who meet certain criteria are required to file the Jensen Investment Management form.

How to fill out jensen investment management form?

The Jensen Investment Management form can be filled out online or submitted by mail with detailed information on investments and holdings.

What is the purpose of jensen investment management form?

The purpose of the Jensen Investment Management form is to provide transparency and accountability in the investment management industry.

What information must be reported on jensen investment management form?

Investment managers must report information on their investments, holdings, and any changes in their portfolio.

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