Arnerich Massena is a Portland-based independent, employee-owned investment advisory firm servicing endowments, foundations, private clients, charitable organizations, trusts and estates, and corporate retirement and profit sharing plans. Our mission is to secure the future for our clients, colleagues, and communities by investing with vision, passion, and purpose. We are distinguished by exceptional client service, unbiased research, and a long history of providing creative, high-quality investment advice.
The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, 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 innovation in corporate philanthropy. We believe that in maintaining these ideals, our approach to business differentiates us from other firms in terms of our process, our priorities, and ultimately our ability to serve our clients.
Visit our research/resources page to read our most recent white papers, watch our MarketCast videos, and explore our recent articles here.
Read our blog, Of Interest, here.
We do the right thing at the right time.
Everything we do has purpose
We’re driven by a deep desire to make a difference for our clients, colleagues, and communities.
Our rigorous approach and intellectual curiosity are the foundation of our portfolio construction.
We believe in working together.
We work harder, dig deeper, and look further
Rearview mirrors are helpful, but we’re always scanning ahead
We work for our clients, period.
We show the way.