Stephen Jensen is a managing partner at Jensen Capital Asset Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Pickwick Capital Partners and Juniper Square Inc, where he serves as SVP of Sales. Jensen is also CEO and equity owner of Jensen Capital Group, a family office holding company. Jensen Capital Asset Management is a state-registered investment manager providing discretionary portfolio management for individuals, trusts, and estates. The firm combines fundamental and technical analysis to construct tax-efficient portfolios primarily using individual bonds, equities, and low-cost ETFs, and does not employ options, margin, short sales, or managed futures.

David Jensen is a financial advisor at Jensen Capital Asset Management with over 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including BKM Capital Partners and RedHill Realty Investors. Outside of advisory activities, he is a licensed real estate broker and manages real estate development through His Glory Development LLC. Jensen Capital Asset Management is a state-registered investment manager providing discretionary portfolio management for individuals, trusts, and estates. The firm’s investment approach combines fundamental and technical analysis, focusing on portfolios of individual bonds and equities supplemented by ETFs, while also maintaining notable involvement in real estate brokerage and private real estate investment activities.