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March 7, 2014

I AM Learning Partnership's Girls' Club Donates Artwork for Auction

The I AM Learning Partnership's Girls' Club has decided to put their artwork to good use. With the help of artist Kristina Barton, the Girls' Club students created beautiful birds that were featured on Arnerich Massena's 2013 holiday card.

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Tags: Firm updates, community service


March 3, 2014

TEDx Portland is Coming in April!

Last year, we discovered why TEDx is billed as "ideas worth spreading." This year, we are thrilled to announce that Arnerich Massena will again be a platinum sponsor of the event, and we are getting excited for it!

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Tags:Firm updates


February 28, 2014

Project Grace: Culinary Art from Nick Arnerich

Portland's reputation as a mecca for foodies will only strengthen with the recent return of Nick Arnerich. Bringing with him experiences at Le Bec Fin in Philadelphia and the famed French Laundry in California, he now offers Project Grace to Portland diners.

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Tags:Firm updates


February 4, 2014

Arnerich Massena's First Learn Share Connect Event of 2014 is a Success

On January 29, Arnerich Massena hosted its first Learn Share Connect event of 2014 - Retirement Plan Best Practices: What Every Fiduciary Should Know - a half-day conference in the San Francisco Bay Area designed to help retirement plan sponsors become better fiduciaries.

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Tags: Fiduciary updates, firm updates


January 31, 2014

Ancient Heritage Dairy Featured in The Oregonian

If you haven't tasted Ancient Heritage Dairy's cheese, you are missing a treat! Fortunately, the dairy will be opening an urban creamery in southeast Portland soon, making world-class sheep's and cow's milk artisan cheeses accessible for all Portlanders.

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Tags: Firm updates


January 23, 2014

Arnerich Massena Sponsors the Tuality Healthcare Foundation's Annual Dinner Dance

Arnerich Massena is proud to be a bronze sponsor of "A Night in Bollywood," Tuality Healthcare's 29th Annual Dinner Dance. The event, to be held on Saturday, January 25, raises funds to support the Tuality Healthcare Foundation's mission of providing medical and educational projects and programs to benefit the health of the community.

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Tags: Firm updates


January 21, 2014

Arnerich Massena Sponsors the 43rd Annual Estate Planning Seminar by the Estate Planning Council of Portland

Arnerich Massena is proud to announce our Bronze Sponsorship of the 43rd Annual Estate Planning Seminar, hosted by the Estate Planning Council of Portland. The seminar, which will take place on January 31, 2014 at the Oregon Convention Center, features nationally renowned speakers discussing current estate planning issues.

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Tags: Firm updates


January 15, 2014

Arnerich Massena Hosting an International Manager Dinner Discussion

International investing continues to draw investor interest, particularly as frontier and emerging markets become more accessible and better understood. Arnerich Massena is excited to host a dinner discussion featuring some of the stars of the international investment management space, providing clients an opportunity to meet and speak with those on the front lines of international investing.

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Tags: Firm updates, Investment news


January 10, 2014

Tony Arnerich Wins Drum Major Award

Tony Arnerich has been selected by the Vancouver Avenue First Baptist Church as the winner of the 2014 Coretta Scott King Award for his work in the community with the I AM Learning Partnership.

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Tags: Firm updates, Community service


January 3, 2014

Retirement Plan Best Practices: What Every Fiduciary Should Know An Arnerich Massena Learn Share Connect Event

On January 29, 2014, we are excited to be hosting a half-day conference in the San Francisco bay area to help retirement plan sponsors become better fiduciaries. We will be joined by experts from around the country, including representatives from Cooley LLP, California ISO, Moss Adams LLP, and JP Morgan.

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Tags: Firm updates, Fiduciary updates


December 27, 2013

Introducing the new I AM Learning Partnership website!

Arnerich Massena's I AM Learning Partnership community service program finally gets its own online home! This beautiful, colorful website reflects the sunny spirit of the program and the bright, vivacious children who are its participants.

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Tags: Firm updates


December 20, 2013

How to Party Like an Arnerich Massena Lady

Our annual holiday "Ladies' Luncheon" may sound stuffy, but it is anything but. This year, the ladies of Arnerich Massena began with a white elephant gift exchange at the Oregon Public House Pub.

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Tags: Firm updates


December 10, 2013

Arnerich Massena's 2013 Holiday Card is a Hit!

Our holiday cards are a highlight each year at Arnerich Massena. These cards represent the gratitude we feel as a firm for the support of our clients and everyone who contributes to our success.

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Tags: Firm updates, Community service


November 12, 2013

Goldman Sachs Cites Arnerich Massena White Papers

Arnerich Massena was pleased to see a recent Goldman Sachs marketing piece cited two Arnerich Massena white papers on retirement plan menu construction.

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Tags: Firm updates


October 11, 2013

Arnerich Massena Advisor Jake O'Shaughnessy Speaking at P&I DC West Conference

Pensions & Investments West Coast Defined Contribution Conference, informally dubbed "P&I DC West," is coming up October 27-29 in San Francisco. Arnerich Massena advisor Jake O'Shaughnessy will moderate a session, discussing the optimal defined contribution fund lineup.

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Tags: Firm updates, Fiduciary updates


October 7, 2013

Arnerich Massena Staff Goes Crabbing

Every year in October, Arnerich Massena staff and families head out to Nehalem Bay to jump in crabbing boats and lower the crabbing nets in hopes of collecting some saltwater treats.

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Tags: Firm updates


September 30, 2013

Arnerich Massena has been providing participant education for 20 years!

Investment advice is not all we provide. Since 1993, Arnerich Massena has been providing participant education services to help participants reach their retirement goals — that's 20 years!

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Tags: Firm updates, Fiduciary updates


September 16, 2013

Arnerich Massena Advisor Jake O'Shaughnessy Hosting P&I Public Funds Defined Contribution Summit

For the second year in a row, Jake O'Shaughnessy will serve as chair of the Pensions & Investments 2013 Public Funds Defined Contribution Summit.

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Tags: Firm updates, Fiduciary updates


September 12, 2013

Tony Arnerich Continues John Gray's Legacy with OMSI Project

Tony Arnerich considered John Gray, who passed away in October of 2012, to be a close friend and mentor. In honor of John and his wife Betty, Tony is carrying forward a philanthropic project that was dear to their hearts.

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Tags: Firm updates


September 9, 2013

Senior Research Analyst Bryan Shipley Earns His Chartered Financial Analyst (CFA) Designation

Congratulations to Bryan Shipley, Arnerich Massena's head of traditional and real asset investments! Bryan recently completed the CFA program, confirming a mastery of the rigorous CFA curriculum.

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Tags: Firm updates


September 3, 2013

Attend NAGDCA's 2013 Annual Conference to see Arnerich Massena Advisors Vincent Galindo and Jake O'Shaughnessy Present

Vincent Galindo and Jake O'Shaughnessy, veteran speakers at NAGDCA (National Association of Government Defined Contribution Administrators, Inc.) conferences, will be speaking again coming up this September 7-11 In Louisville, Kentucky.

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Tags: Firm updates, Fiduciary updates


August 29, 2013

Pacific University's Legends 2013 is Legendary

Pacific University's Legends 2013 gala, auction, and concert has become an annual tradition. August 25th marked the seventh year the fundraiser was hosted by Tommy Thayer, lead guitarist of legendary rock band KISS. As sponsors of the event, Arnerich Massena advisors Chris Van Dyke and Ryland Moore were able to attend this extraordinary concert.

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Tags: Firm updates


August 27, 2013

Bahi Misheni Primary School in Tanzania Now Has Sanitation Facilities, Thanks in Part to Arnerich Massena's I AM Learning Partnership!

You may remember that last year, the I AM Learning Partnership, with the help of Arnerich Massena and the Irvington community, raised $5,600 for H2O for Life.

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Tags: Firm updates, Community service


August 14, 2013

Jack Bogdanski Reports on Tax Front

We are looking forward to fall! Why? On September 23, Arnerich Massena is hosting an event featuring Jack Bogdanski, Lewis & Clark Law School professor, at which he'll discuss tax reform, the IRS, and how changes to the tax code may affect Arnerich Massena clients.

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Tags: Firm updates


August 12, 2013

"Tony's Cheese" is now "Tony's Award-Winning Cheese!"

If you know Tony Arnerich, you know that he lives a double-life: investment advisor during the week, cheese-monger on the weekends. Tony is passionate about the Ancient Heritage Dairy, a small, family-owned company in Madras, Oregon, in which he has invested so that he can help bring their exquisite artisan cheese to the world. This August, two of the dairy's cheeses won top spots in the leading competition of American-made cheeses, a wonderful recognition of what Tony's known for a long time.

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Tags: Firm updates


August 05, 2013

Arnerich Massena Advisors Vincent Galindo and Jake O'Shaughnessy Presenting at NAGDCA's 2013 Annual Conference

Championing Your Retirement! is the theme of this year's NAGDCA (National Association of Government Defined Contribution Administrators, Inc.) Annual Conference. Hosted in Louisville, Kentucky this year, the conference dedicated to public sector plan sponsors will take place from September 7 through September 11, 2013. Arnerich Massena advisors Jake O'Shaughnessy and Vincent Galindo, both experts in the government deferred compensation retirement plan space, will be presenting on panels at the conference.

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Tags: Fiduciary updates, Firm updates


July 30, 2013

Barron's Profiles Arnerich Massena Manager Picks

"Introducing the New Guard," which appeared in Barron's MFQ on July 6, showcases four managers who Barron's identifies as having successfully made the leap from noteworthy careers at established asset management firms to becoming CEOs of their own firms.

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Tags: Investment news, Firm updates


July 19, 2013

Arnerich Massena Employees are Proud of Participating in the I AM Learning Partnership

At the end of each school year, Arnerich Massena checks in with employee volunteers of the I AM Learning Partnership via Survey Monkey to find out how they felt the programs went, what was most valuable, and what could be improved. Survey results for the 2012-2013 school year are in (during which 38 employees volunteered their time), and volunteers were pleased with the programs and with the experience of volunteering.

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Tags: Firm updates, Community service


June 21, 2013

The Oregonian Visits Math & Science Summer Camp!

Arnerich Massena's Math & Science Summer Camp, which is in full swing, hosted a visitor from The Oregonian on June 17; reporter Larry Bingham came to learn about the I AM Learning Partnership and snap photographs of the kids in action.

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Tags: Firm updates, Community service


May 14, 2013

Two Arnerich Massena Advisors Speaking at NAGDCA 2013 Annual Conference

Arnerich Massena advisors Vincent Galindo and Jake O'Shaughnessy have both been tapped to speak at this year's NAGDCA Annual Conference (National Association of Government Defined Contribution Administrators, Inc.). Both Jake and Vincent are veteran speakers at NAGDCA, having presented on topics ranging from the RFP process to fiduciary risks. Vincent has also served on the NAGDCA Annual Conference Committee, Education Taskforce, Investment Policy Taskforce, and Legislative Committee.

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Tags: Firm updates, Fiduciary updates


May 3, 2013

TEDxPortland: A Resounding Success

Depending on who you ask, you will get wildly different answers as to what the highlight of the 2013 TEDxPortland event was — the live cheetah on stage, the art auction, Tom Brokaw, the after party at Jimmy Maks, or the fact that the speakers were available all day if you wanted to shake hands or just chat — all of these made the day interesting, informative, and inspiring.

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Tags: Firm updates, Community service


May 2, 2013

Pamela Weatherspoon Reed Visits the I AM Learning Partnership's Girls' Club

Arnerich Massena's I AM Learning Partnership's Girls' Club engages in a variety of activities during their weekly meetings like community service fundraising, arts and crafts, and sometimes just straight up girl talk.

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Tags: Firm updates, Community service


April 5, 2013

Arnerich Massena's I AM Learning Partnership brings clean water to Tanzania!

Last year, the I AM Learning Partnership, with the help of Arnerich Massena and the Irvington community, raised $5,600 for H20 for Life, and we just received an exciting update on the project.

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Tags: Firm updates, Community service


April 2, 2013

Blueprints Fiduciary Education Hits the News!

As we rolled out the initial phase of Arnerich Massena's Blueprints curriculum for new committee members, the media has picked up on the excitement.

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Tags: Fiduciary updates, Firm updates


March 25, 2013

Arnerich Massena hits the slopes of Mt. Hood for our annual "Ski Day"

Fresh powder and sunshine greeted Arnerich Massena employees and their families on March 22nd, this year's annual Arnerich Massena "ski day."

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Tags: Firm updates