Arnerich Massena

Arnerich Massena Publishes New White Paper: Putting Your Mission First: Why non-profits are choosing discretionary advisory services

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, impact investing strategies, and retirement plan consulting services, has published its latest white paper, Putting Your Mission First: Why non-profits are choosing discretionary advisory services. The paper offers research and a discussion about how a discretionary model … Read more

Written by OBM Team

Arnerich Massena Publishes White Paper: “Women in Investing: Why balanced gender representation on your advisory team helps lead to success”

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announces the publication of a new white paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success. While other industries are beginning to … Read more

Written by OBM Team

Arnerich Massena Becomes an Intentional Endowments Network Member

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announces that the firm has joined the Intentional Endowments Network (IEN), which supports colleges and universities, and other mission-driven tax-exempt organizations, in aligning their endowment investment practices with their mission, values, and sustainability goals, without sacrificing financial return. Now a member of the IEN, Arnerich Massena will provide thought leadership and act as a resource for higher education institutions seeking to incorporate impact strategies such as sustainable and ESG (environmental, social, governance) investing into their endowment portfolios.

Written by OBM Team

Arnerich Massena Forecasts Investment Trends of 2019: Technology and Transformation

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in private wealth management, endowment & foundation, retirement plan consulting services, and impact investing strategies, takes a look into 2019 to forecast some of the shifts and cultural changes that we think may affect the investment environment next year.

Written by OBM Team

Bringing the Future to Investors

Brand Story – With its third white paper on the topic and award-winning research, Arnerich Massena is redefining “impact investing,” offering investors the opportunity to make a positive global impact with the potential to achieve.

Written by Harris Newman

Arnerich Massena Publishes New White Paper: Retirement Plan Best Practices: Plan Monitoring

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in retirement plan consulting services, endowment & foundation, private wealth management, and impact investing strategies, has published its latest white paper,Retirement Plan Best Practices: Plan Monitoring. The white paper is the fourth in a five-part series outlining retirement plan best practices; the series began … Read more

Written by OBM Team

Arnerich Massena Forecasts Investment Trends of 2018

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in private wealth management, endowment & foundation, retirement plan consulting services, and impact investing strategies, takes a look into 2018 to prognosticate some of the cultural changes that may affect the investment environment next year. The firm’s forecasts are not investment recommendations, but provide a … Read more

Written by OBM Team

Arnerich Massena Publishes New White Paper: Retirement Plan Best Practices: Investment Menu Construction

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in retirement plan consulting services, endowment & foundation, private wealth management, and impact investing strategies, has published its latest white paper, Retirement Plan Best Practices: Investment Menu Construction. The white paper is the third in a five-part series outlining retirement plan best practices; the … Read more

Written by OBM Team

Arnerich Massena Announces New Principals Alicia Johnston and David Vaughan

Portland-based investment firm Arnerich Massena announced today that Alicia Johnston, director of human resources, and David Vaughan, director of information technology, have been named principals of the firm, joining the shareholder group. Arnerich Massena became 100% employee-owned in January 2017, with the shareholder group comprised of 11 senior staff members. Tony Arnerich, CEO, commented, “Alicia and … Read more

Written by OBM Team

Arnerich Massena Announces the Hire of Karl Hausafus, J.D., as General Counsel and Chief Compliance Officer

Portland-based investment firm Arnerich Massena announced today that Karl Hausafus, J.D., has rejoined the firm as general counsel and chief compliance officer. Mr. Hausafus has overall responsibility for the legal and compliance functions of the firm (he previously served Arnerich Massena in this capacity from 2010 to 2016). Karl Hausafus has also been named a … Read more

Written by OBM Team