Common Sense Investment Management LLC

Welcome to Merrill Lynch in Lake Oswego, OR. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Jensen Investment Management has been managing high-conviction, active equity strategies for more than three decades. The firm focuses on quality companies derived from a select universe of businesses that have produced a long-term record of persistently high returns on shareholder equity.

Orca Investment Management LLC is a registered investment advisory firm based in Lake Oswego, Oregon. With a team of experienced professionals boasting a combined 140 years of industry expertise, Orca Investment Management aims to provide straightforward investment solutions to individual investors. Their investment approach focuses on stable, long-term returns through a portfolio consisting of individual stocks, bonds, mutual funds, and ETFs. By offering value-added services and personalized attention, Orca Investment Management strives to meet the unique financial needs of their clients. Founded in 2003 by Shawn Willard, Orca Investment Management has grown from a small firm with a handful of clients to a well-established company with two offices and a team of over six investment professionals. The firm's commitment to understanding each client's unique situation is evident in their two-part process, which includes an initial discovery meeting to assess needs and risk tolerance, followed by a thorough review of the client's current portfolio. With a focus on client satisfaction and a dedication to simplifying portfolio management, Orca Investment Management is dedicated to helping clients achieve their investment goals.Generated from the website