July 19, 2018

July 18, 2018

Arnerich Massena Ranks in the Top 5 of The Portland Business Journal’s List of Oregon & SW Washington Money Management Firms

Arnerich Massena is listed in the top five of the 2018 List of Oregon and SW Washington Money Management Firms published by The Portland Business Journal. This marks the fifth consecutive year Arnerich Massena has been one of the top five firms listed. The list is featured as part of The Portland Business Journal’s “2018 Wealth Management & Financial Services Guide.” Read more »


July 17, 2018

Legislative Updates: Second Quarter 2018

THE END OF THE DOL FIDUCIARY RULE

On June 21, 2018, the Court of Appeals for the Fifth Circuit officially vacated the Department of Labor’s (DOL) 2016 fiduciary rule in its entirety, including the related prohibited transaction exemptions and the Best Interest Contract (BIC) exemption. The Court held that the DOL exceeded its rulemaking authority under ERISA in enacting the rule. Read more »


July 11, 2018

Congratulations to Alicia Johnston, Winner of Portland Business Journal’s HR Leadership Award 2018, Small Company Category

Each year, the Portland Business Journal hosts its HR Summit and Healthiest Employers of Oregon event, where it celebrates the top human resource leaders in Oregon businesses. This year, we’re proud to announce that Arnerich Massena’s director of human resources, Alicia Johnston, has been honored with the HR Leadership Award in the small company category! Read more »


July 10, 2018

Arnerich Massena Welcomes James Ellis, CFA, as Senior Consultant

We’re excited to welcome the newest member of our institutional team, James Ellis, CFA. As a senior consultant, Mr. Ellis will serve clients ranging from corporate retirement plan sponsors and professional organizations to endowments and foundations. He will provide a full range of consulting services, including plan design and management, asset allocation and portfolio management, and fiduciary education. Read more »


July 9, 2018

The Unintended Consequences of This Century and How Impact Investing Will Change the Next Century

A century ago, it would have been nearly impossible to envision the world as it is today. Who could have imagined our communication and transportation technologies, from supersonic jets to cell phones? Consider the impact of the internet and automation, robots and artificial intelligence. But perhaps most unimaginable of all are the drastic changes to the planet and the massive growth in population over just the last half-century. Who could have foreseen the issues we face trying to provide access to clean water and air, the damage done to our oceans and rivers, the depletion of the topsoil? And most would not have been able to conceive of 7 ½ billion people sharing the globe. Read more »


June 29, 2018

Is the FAANG Phenomenon Sustainable?

We recently wrote about the FAANG stocks, and the degree to which they currently dominate the stock market. These five companies — Facebook, Apple, Amazon, Netflix, and Google (parent company Alphabet) — represent more than 12% of the S&P 500 Index, and more than 27% of the NASDAQ. This raises two important issues: the first is simply the concentration of the public stock market, which we discussed in our recent post. The second is the growth curve of these behemoths; can they sustain their massive growth, and for how long? Read more »


June 27, 2018

Zero Mass Water in the News in the Philippines

Cody Friesen, CEO of Zero Mass Water (one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager) appeared on ABS-CBN News, which is based in Manila in the Philippines. The report, “Firm harvests drinking water from atmosphere,” features Zero Mass Water’s revolutionary Source hydropanels, and how they are now in use in the Philippines. In the in-depth 11-minute interview, Friesen discusses the details of how the panels work and how they are changing the world. Read more »


June 25, 2018

June 21, 2018

Zero Mass Water Hits the News in Cape Town, South Africa

The news about Zero Mass Water (one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager) is traveling fast around the world. The company’s revolutionary Source hydropanels have been featured in the Cape Argus News from Cape Town, South Africa, with  “#EveryDropCounts: Solar panel extracts water from air” by Joseph Booysen. The hydropanels are now in use in Cape Town, helping to push back the possibility of a “Day Zero,” when fresh drinking water could be unavailable. Read more »