investment firm

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

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 Reegan Rae, CPWA®, Made Principal and Promoted to Senior Investment Advisor

Portland-based investment firm Arnerich Massena announced today that Reegan Rae, Certified Private Wealth Advisor®, has been made a principal of the firm and promoted to a senior investment advisor position in the firm. As a senior investment advisor, Ms. Rae assists in the development, execution, and ongoing management of client portfolio investment programs, coordinating client … Read more

Written by OBM Team

Arnerich Massena Announces Corrie Oliva, CFA, Promoted to Senior Consultant

Portland-based investment firm Arnerich Massena announced today that Corrie Oliva, CFA, has been promoted to a senior consultant position in the firm. As a senior consultant, Corrie Oliva consults to corporate, public, and not-for-profit organizations in Arnerich Massena’s institutional group. She brings her experience to bear in defined benefit and defined contribution plan management, including … Read more

Written by OBM Team

Arnerich Massena Welcomes Glen Goland, JD, CFP, as Senior Wealth Strategist

Portland-based investment firm Arnerich Massena announced today the hire of Glen Goland, JD, CFP, as senior wealth strategist. Mr. Goland will provide advice in financial planning and specialty areas, serving as technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. He will work closely with Arnerich Massena’s wealth management advisory … Read more

Written by OBM Team