Author Archives: Jillian Perkins

About Jillian Perkins

Director of Communications

Bitcoin 101: The Basics of Bitcoin

With rapid growth and a record-breaking year in 2017, bitcoin is making headlines. It’s consistently one of the top google searches, as people are trying to get a grasp of what it is and how it works. In our short video Bitcoin 101: The Basics of Bitcoin, Arnerich Massena’s Mitch Vogt, research analyst, provides some bitcoin fundamentals and answers basic questions about cryptocurrencies. Take a look at this 5-minute tutorial if you are curious about cryptocurrencies. We’ll continue to share our research as this story progresses; stay tuned for more.

Link to video here, or click the images below. Read more »

Zero Mass Water One of Top 8 Innovative Startups of 2017 in Inc. Magazine

Inc. Magazine has pinpointed the top 8 most revolutionary products and companies of 2017, and Zero Mass Water, one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager, is at the very top of the list. “The Arizona-based startup says it can pull up to five liters of drinkable water a day from the air using a super absorbent material. The solar-powered system is in use in Jordan and Mexico and hit U.S. markets in late 2017,” the article notes. Read more »

Disruptive Innovation: Investment trends to watch for in 2018

In 2018, we are facing the frontier of exciting changes, which could be called disruptive or innovative, depending on your perspective. In this time of synchronized global growth, when nearly every country is growing economically, what can investors expect in the New Year? Here we explore some trends we anticipate will be the focus of attention in 2018. Please note that we offer these predictions not as investment recommendations but as an interesting look into the cultural changes that may affect the investment environment for everyone. Read more »

Department of Labor’s Fiduciary Rule Officially Delayed for 18 Months

At Arnerich Massena, we are proud that we have always been ahead of the curve on this issue. We’ve expressly acknowledged our fiduciary status and have offered independent, unbiased advice to retirement plans since our inception. Regardless of the outcome of the rule’s delay, we will continue to embrace our fiduciary status and work in the best interest of Arnerich Massena clients and our clients’ retirement plan participants.

On Monday, the Department of Labor (DOL) announced an additional 18-month extension for several key provisions of its fiduciary rule. Full implementation of this rule has been delayed several times since it was adopted in 2016. Read more »

Zero Mass Water Featured in Forbes Magazine

“It’s often said you can’t make something out of nothing. Cody Friesen may have come as close to succeeding as anyone.” This line opens “Meet Zero Mass Water, Whose Solar Panels Pull Drinking Water From The Air,” a Forbes Magazine article about Zero Mass Water, one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager. The article, published November 15, 2017, highlights the incredible work Zero Mass Water is doing creating devices that pull potable water from the air.

Read more »

Arnerich Massena Publishes New White Paper – Retirement Plan Best Practices: Investment Menu Construction

Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Investment Menu Construction. This paper is the third of a five-part series outlining retirement plan best practices; the series began with plan governance and plan design, and will also cover plan monitoring and participant education. In Investment Menu Construction, we look at how to build a retirement plan investment menu that will result in improved long-term participant outcomes. Read more »

Tony Arnerich Featured as Keynote Speaker at the Bend Venture Conference

Tony Arnerich was featured as the Social Impact Keynote speaker at the Bend Venture Conference, the largest Angel Conference in the Pacific Northwest. The event took place on October 19-20, 2017 in beautiful downtown Bend at the historic Tower Theatre. Tony discussed the transition from private wealth management to impact investing, and led into the Social Impact competition on Thursday afternoon to an audience of 600 investors, entrepreneurs, and fund managers. Read more »

Arnerich Massena Sponsors the Simon Benson Awards

Portland State University and the PSU Foundation hosted the 18th Annual Simon Benson Awards on Thursday, Nov. 9. to honor philanthropy and community involvement. The evening featured keynote speaker Captain Chesley B. “Sully” Sullenberger, who became internationally renowned after guiding US Airways Flight 1549 to an emergency water landing in the Hudson River. 2017 honorees included Pete Nickerson, a global entrepreneur and past chair of the PSU Board of Trustees, and Dorothy Lemelson, who serves as chair of the Lemelson Foundation. Read more »