Arnerich Massena, a Portland-based independent advisory firm focused on building lasting legacies, is excited to announce that the firm has been named to the Forbes Top RIA Firms 2022 List, a list of 100 firms from across the United States that have demonstrated a proven track record of working for clients’ best interests, seeing clients through market turmoil, and preserving wealth. Arnerich Massena is the only Oregon-headquartered firm on the list.
The list is compiled by SHOOK Research, a third-party research firm which uses quantitative and qualitative data to rank member firms from across the country, with a focus on evaluating client relationships, underlying culture, and firm leadership. SHOOK Research uses telephone, virtual, and in-person due diligence interviews along with quantitative factors such as revenue trends, AUM, compliance records, and industry experience in its process. SHOOK Research received more than 36,000 nominations, of which just over 21,000 were invited to participate in the online survey. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Read about the full methodology here.
“It’s truly an honor to earn this level of recognition,” said Arnerich Massena Co-CEO Reegan Rae, CPWA®. “In our survey for SHOOK Research, we shared stories to illustrate some of the ways Arnerich Massena goes above and beyond for our clients ― because they are more than clients; they’re family. We’re deeply pleased that Forbes recognizes the value of strong relationships in the work we do.”
Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA adds, “We’re very proud of this remarkable achievement. I think the fact that we don’t just talk the talk, but walk the walk is an important factor. Our Certified B Corporation™ status; our thought leadership and innovation in intentional investing; and our work in Diversity, Equity, and Inclusion are all part of our fundamental ethos and mission to build lasting legacies in service of a greater good.”
The Forbes Top RIA List is available at https://www.forbes.com/lists/top-ria-firms/?sh=a0381be3cd5b
ABOUT ARNERICH MASSENA – Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing endowments, foundations, charitable organizations, private clients, and trust and estates. The firm provides traditional portfolio management and investing, as well as multi-family office services, for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fisheries, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy. More information is available at www.arnerichmassena.com.