Arnerich Massena is thrilled to be celebrating our 25th anniversary in November 2016, marking 25 years of passionate commitment to securing the future together. Thanksgiving seems a perfect time to extend our gratitude to everyone who has contributed to building and supporting our business over the last 25 years. In honor of this silver anniversary, we chose 25 Things to share with you in a short video – click the picture to view it.
“Wealth management is about how you invest and grow your assets, but it’s about more than that, encompassing vital tax services and important estate planning issues as well.” The Portland Business Journal brought together a panel of wealth management experts encompassing a variety of disciplines to provide some insight on how families can make the most of their assets. Arnerich Massena investment advisor, Reegan Rae, Certified Private Wealth Advisor®, joined the discussion as a panel member. Read more
Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Plan Governance. Read more
Arnerich Massena’s third quarter 2016 WebReport Market Update is available for viewing. In this WebReport, senior research analyst Arthur Coyne, CFA, provides a recap of the third quarter of 2016, covering domestic and global economic trends and events. To view the 3Q16 WebReport Market Update, visit http://arnerichmassena.com/about/investment-research.htm.
The Corporate Philanthropy Awards presented by the Portland Business Journal are a “celebration of corporate giving and innovation.” We are proud to announce that Arnerich Massena has been awarded the prestigious “Innovations in Philanthropy” Award for our I AM Learning Partnership. The award will be presented at the upcoming Corporate Philanthropy Awards 2016 on October 14. Read more
We are pleased to announce the publication of our newest white paper, Hedge Fund Headlines Mislead: Providing Perspective on Hedge Funds. The white paper examines recent trends in the hedge fund industry and the important role hedge funds can play in a long-term investment strategy. Read more
Congratulations to Pradeep Tempalli, CFA, CFP®, AWMA®, on earning his Chartered Financial Analyst® (CFA) designation this August. He will now be adding the CFA credential to his name. Read more
The American Cancer Society is hosting its ninth annual Hope Ball & Polo Classic on August 20, 2016. One of Portland’s premier events, attendees will witness a world-class polo match before enjoying a gala dinner and silent auction. Arnerich Massena is a proud sponsor of this event, which will raise funds for the American Cancer Society to help prevent cancer, save lives, and diminish suffering from cancer. Read more
Arnerich Massena is pleased to be in the top three of the 2016 List of Oregon & SW Washington Money Management Firms published by The Portland Business Journal. The list is featured as part of The Portland Business Journal’s “2016 Wealth Management & Financial Services Guide.” Read more
Arnerich Massena’s second quarter 2016 WebReport Market Insight is available for viewing. In this WebReport, guest speaker Leigh Shanor, Arnerich Massena intern, provides a recap of the second quarter of 2016, covering domestic and global economic trends and events. Read more