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The Arnerich Massena Legacy 1991 - 2021

Celebrating 30 years of building lasting legacies in service of a greater good.

Arnerich Massena is pleased to celebrate 30 years of high-quality independent investment advice for our clients. Now fully employee-owned, we look forward to the next 30 years of providing:

Best-in-class investment manager research

We look further and dig deeper. Our in-house research team travels the globe, uncovering and evaluating the best opportunities first-hand.

Investments that make an impact

We are intentional investors, investing in what the world needs and driving change. We can help you align your investments with your values, without sacrificing return.

Innovative portfolio construction

An uncommon passion drives our research and analysis. We deliver specialized expertise in public and private markets, alternative investments, global opportunities, and impact themes in the construction of your portfolio.

Wealth planning and legacy building

We recognize that your family is not like anyone else’s. We listen, learn, and collaborate with you to craft a comprehensive wealth strategy that fits you.

Industry recognition

Winning awards is not our primary driver. We go the extra mile for families and organizations who trust us with their partnership, and we're honored and humbled to have been recognized frequently by our industry and community.

Dedicated, exceptional client service

Service is our North Star. We build lasting relationships by listening, caring, and acting with integrity.

Thought leadership

We strive to be innovative industry leaders and empower our clients with relevant, meaningful investment education. We publish white papers, host webinars and events, and provide timely information in a variety of formats including podcasts, blog posts, and newsletters.

Community service and involvement

We are a partner to our community. We are committed to giving back and helping create a vibrant, thriving community.

Independence and integrity

Honored by your trust in us, we take our role seriously. We make sure our interests are aligned with yours, and serve as your partner and advocate.