Author Archives: Arnerich Massena

To our valued clients and friends, happy holidays from Arnerich Massena

They call finance people square and dull,

But we’ve made winter wonderful.

Click the link below so you can view

The holiday brick world we’ve built just for you.

(Click the image below to view our special video card.)

Our deepest gratitude to our clients and colleagues for being a part of the Arnerich Massena community and making 2017 another wonderful year. We are honored and grateful for your trust and continued confidence in us. Thank you for your support in helping to make our community outreach programs a success, making it possible for us to impact hundreds of children each year through our I AM Learning Partnership programs.

We wish you a joyful and jolly holiday season, and a very happy New Year!



Polo Noir Was the Event of the Summer!

On the picture-perfect afternoon of August 12th, sunny and warm but thankfully not too hot, the Arnerich Massena polo team won the championship match versus their worthy opponents Do503. Tony Arnerich had the honor of delivering the trophy on the field amid the players and horses. The dresses were colorful, the hats even more so, and everyone turned out in style. Guests enjoyed the matches, a divot stomp, food, and wine, all culminating with live performances from Bruce Hornsby and the Noisemakers and Redray Frazier. And the Arnerich Massena tent enjoyed a surprise visit from Portland Trail Blazer Damian Lillard! Thank you to everyone who joined us in the Arnerich Massena tent to make it the event of the summer! Read more »

Arnerich Massena Reaches FAR for Health – Join us!

Join us in the Arnerich Massena Hood to Coast FAR for Health (Firm Assets Running for Health) fundraiser! We are dedicating this year’s Hood to Coast race to two of our families who have experienced tragedies over the last six months. In honor of Jeff Van Damme, Krist Van Damme’s husband, and Don Mirich, Peg Terry’s partner, our team, Firm Assets, is raising money to support the Cole Parker Randall Foundation, which supports families with children facing difficult medical challenges and contributes to ongoing research in pursuit of a cure for spinal muscular atrophy. Read more »

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

Putting Your Mission First: Why non-profits are choosing discretionary advisory services is the newest white paper offering from Arnerich Massena, providing research and a discussion about how a discretionary model of investment advisory services can benefit non-profit organizations. “A growing number of non-profit organizations are switching to a discretionary approach to investment services,” says Terri Schwartz, managing director of business development and contributor to the paper. “We want to help organizations understand why the shift is happening and what it may mean for them.” Read more »

Arnerich Massena Sponsors Polo Noir, the Event of the Summer!

Break out the derby hats and fancy summer clothes! Polo Noir is coming up on August 12, 2017 at the Hidden Creek Polo Club in West Linn, Oregon. This second annual Portland polo event promises to be festive and full of excitement. Activities will begin at noon and stretch into the evening, including two polo matches, a divot stomp, music, food, and Oregon wine. Polo Noir will feature a live musical performance from Bruce Hornsby and the Noisemakers and Redray Frazier! As with last year’s event, Polo Noir is committed to supporting the Children’s Cancer Association and Harper’s Playground. Read more »

Arnerich Massena’s Charitable Planning and Impact Investing Featured in Oregon Business Magazine

“Portland investment advisory firm Arnerich Massena helps high net worth clients grow their assets. Then, when it’s time, Arnerich Massena helps them share the wealth.” The Oregon Business Magazine article, featured in the June issue, illustrates two pathways for making an impact: philanthropic giving and impact investing, and explains how Arnerich Massena facilitates both. Read more »