Category Archives: Firm updates

The Shooting Star Foundation Launches New Website

In November, Arnerich Massena was a lead sponsor for The Shooting Star Foundation’s inaugural fundraiser (photos below), helping to launch this organization in its mission to support families who have children with special needs. Now, thanks to the November fundraising, the Shooting Star Foundation has unveiled its new website, which will help the organization grow awareness and increase its impact. Read more »

Arnerich Massena Delivers Giving Tree Gifts to Irvington Families

Arnerich Massena’s annual Giving Tree tradition is especially precious to us because it serves families in need from our own Irvington neighborhood. Each year, we reach out to families in Arnerich Massena’s I AM Learning Partnership community service programs to help those families who are less fortunate. This year, Arnerich Massena employees shopped for 24 children from 12 different families. Combining necessities with a few fun items, we’re glad to have the opportunity to bring some joy and relief this holiday season. Read more »

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!

 

 

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 »

Arnerich Massena Sponsors Randall Children’s Hospital Foundation

The Randall Children’s Hospital Foundation and Legacy Health, in conjunction with Fred Meyer, hosted “#MyRCH: an evening to celebrate kids” on Friday, October 13, an event to raise money for the Randall Children’s Hospital Foundation. The Foundation supports the Randall Children’s Hospital at Legacy Emanuel, which is a regional leader in the care of infants, children, and teens. Arnerich Massena is a proud sponsor of this event: principals Terri Schwartz, Bryan Shipley, and Karl Hausafus attended. Terri Schwartz is also a member of the Board of Trustees of the Randall Children’s Hospital Foundation. Read more »

Arnerich Massena Senior Consultant Ryan Cunningham Moderates a Panel at the Pensions & Investments DC West Coast Conference

“Helping DC plan executives distill the key metrics, current priorities, and innovative solutions in order to best succeed, Pensions & Investment’s 2017 West Coast Defined Contribution conference is the industry-leading event that shows what plan sponsors are focusing on today,” states the P&I West Coast Defined Contribution conference agenda. Read more »