February 23, 2017

February 13, 2017

Arnerich Massena Earns Certification of NIST Compliance for Data Security

Arnerich Massena has recently been awarded with an Attestation of Competency (certification) of NIST compliance, a status indicating that the firm meets the highest standards of data and technology security. The requirements for NIST certification are extremely stringent, and we are proud to be able to showcase the security work that our technology team has done.

David Vaughan, the firm’s director of technology, answers a few questions below about what NIST certification is and what it means for our clients. Read more »


February 7, 2017

Presidential Memorandum Issued on the Department of Labor Fiduciary Rule

At Arnerich Massena, we are proud that we have always been ahead of the curve on this issue, acknowledging fiduciary status and offering independent, unbiased advice to retirement plans.

The Department of Labor’s fiduciary rule, finalized in April of 2016, was set to go into effect in April 2017, with some regulations effective January 1, 2018. But a Presidential Memorandum issued on February 3, 2017 may delay or even halt the regulation. The memorandum directs the Department of Labor to conduct a comprehensive analysis of the impact of the rule. If the “updated economic and legal analysis” determines that the rule is likely to harm investors or adversely affect Americans’ ability to gain access to financial advice, the DOL is instructed to publish for notice and comment a proposed rule rescinding or revising the fiduciary rule. The memorandum does not explicitly order a delay in the rule’s implementation, but it’s very possible that the review and analysis may require a delay. Read more »


February 3, 2017

Arnerich Massena’s Ryland Moore Attends the Winter Innovation Summit 2017

“More than ever, solving challenging issues requires honest and active collaboration,” states the welcome letter of the Winter Innovation Summit, sponsored by the Sorenson Impact Center and attended this year by Ryland Moore, director of business development. This event focuses on how the public, nonprofit, and private sectors can effect change together. Attended by thought leaders and policymakers from corporations, nonprofits, and academia, the event features discussions on topics ranging from criminal justice reform to the environment. Read more »


January 27, 2017

Consultant Ryan Cunningham Discusses the Investment Line-up of the Future in a Video Interview with PlanSponsor Magazine

What are some of the key issues and trends retirement plan sponsors should consider when crafting the investment line-up of the future? If you haven’t had a chance to view it yet, take a few minutes to view this short video interview, in which Arnerich Massena consultant Ryan Cunningham, CAIA, discusses the answer to this question with Alison Cooke-Mintzer, editor of PlanSponsor Magazine. Read more »


January 25, 2017

January 24, 2017

Arnerich Massena Employees Join the American Lung Association Fight for Air Climb

The American Lung Association hosted its Fight for Air Climb Portland on January 22, 2017. The event helps to raise awareness for the millions of Americans who suffer from lung disease and to fundraise for the cause. Participants hiked up the stairs of the U.S. Bancorp Tower, all 40 flights, some people as many as five times! Arnerich Massena employees Deana Sweeney and Dann Horowitz joined the “vertical foot race.” Read more »


January 20, 2017

January 19, 2017

January 18, 2017

The Portland Business Journal Spotlights Arnerich Massena’s Management Buyout

“Financial maverick negotiates a final exit” said the print headline of The Portland Business Journal’s coverage of Arnerich Massena’s recent transition to 100% employee ownership. In the article, author Matt Kish details the deal that will make it possible for Arnerich Massena to continue to serve its clients with the same philosophy and integrity that has characterized the firm since its founding by Tony Arnerich in 1991. Read more »