Common Sense Investment Management, LLC is a large advisory firm based in Portland. It manages $373.54 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oregon.
Common Sense Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Common Sense Investment Management, LLC is $373.54 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Common Sense Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marc Eric Lorin has been acting as President since 1 Aug 2014. Kristie Oh Leake joined the executive team most recently as the Chief Financial Officer.
The principal office where Common Sense Investment Management, LLC performs its advisory services is located at 15350 Sw Sequoia Parkway, Portland, OR 97224, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-639-6551 or by fax 503-639-4243. The normal business hours are 8:00 am - 5:00 pm pst on Monday - Friday. You can find more information about the New York firm at csimllc.com.