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Corporate Investment Consultants

We’re more than your investment advisor, we’re your partner.

Arnerich Massena provides investment consulting services for corporations, professional partnerships, healthcare organizations, and public entities. We serve all plan and account types, including:

  • Qualified defined contribution plans – 401(k), 403(b), and profit sharing
  • Qualified defined benefit plans
  • Non-qualified deferred compensation plans
  • VEBA and other special-purpose employee benefit trusts
  • Cash, operating, and insurance reserves
  • Corporate-owned and private placement life insurance
  • Corporate executive wealth planning (via our Wealth Management services)

What do we offer you that’s different from other consulting firms?

  • Commitment to serving your participants’ best interests
    • In true partnership, we share the risk with you as a co-fiduciary. Our interests are aligned with yours; we are independent and free from conflicts of interest. We focus on complete transparency of fees, responsibilities, and accountabilities.
  • Personal, dedicated service and customized strategies
    • You’ll have a team that understands your organization’s needs and objectives and a plan tailored to you and your participants.
  • Depth of industry experience
    • With more than 25 years of experience working with retirement plans, we leverage our deep industry knowledge and relationships on your behalf
  • Optimized participant outcomess
    • We work harder and dig deeper, offering world-class, award-winning research capabilities that have resulted in a successful track record of selecting excellent managers.
  • Vendor advocacy
    • We help monitor your service providers to ensure they are up to date with industry best practices, provide a high service standard, and have reasonable fees. We make sure you have access to the right tools and services for your plan.

We look at the bigger picture to help your plan and participants achieve successful outcomes.