650 NE Holladay Street,
The Liberty Centre, Suite 1500
Portland, OR 97232
The ThinkAdvisor Luminaries Awards “shine a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.” Seeking out the organizations and people who are taking the most creative and boldest steps to push the industry and clients’ interests forward, they honor those companies that are having the biggest impact. We are honored to be named among this year’s finalists in the Thought Leadership & Education category of the ThinkAdvisor Luminaries Class of 2023.
ThinkAdvisor explains that the Thought Leadership & Education category highlights firms that are “making outstanding efforts to better understand and train new and existing industry participants.” The finalists are at the forefront of areas like behavioral finance, ESG, and other innovative topics, producing valuable research, new approaches, and educational outreach across a variety of channels.
“Arnerich Massena considers one of its most important objectives as an investment advisor to be educating and empowering our clients and audience to become better investors,” says Co-CEO and Managing Principal Reegan Rae, CPWA®. “We are dedicated to providing our audience with relevant and interesting resources in a variety of formats, including a robust program of live webinars, quarterly MarketCasts, a newsletter, and periodic podcasts and white papers. We’re very excited to be recognized for our efforts in this area.”
“We believe that disciplined, long-term investing based on a well-constructed portfolio has the potential to outperform, even taking into consideration periods of market volatility,” notes Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA. “The biggest hurdle to accessing that potential is human behavior. When people become fearful and anxious, that can often translate into decisions based on fear rather than logic. As investment advisors, our job encompasses the investment side, but it’s important to remember the advisor side as well. Educating investors can help them become more comfortable with market ups and downs, and provide a foundation that makes it possible to maintain rationality in the face of market challenges.”
To view some of Arnerich Massena’s most recent thought leadership and educational resources, visit https://arnerichmassena.com/updates-and-resources