Arnerich Massena

About The Fund

Arnerich Massena is an investment advisory firm established in 1991 and headquartered in Portland, Oregon. They specialize in providing a comprehensive suite of services tailored to meet the needs of corporations, institutions, state and local governments, charitable organizations, trusts and estates, as well as corporate pension and profit sharing plans, and private clients. Their services encompass asset allocation strategies, investment policy development, investment manager search, performance evaluation review, education and communication, foundations & endowments, defined benefit plans, and operations services. Furthermore, the firm engages in venture capital investments with a focus on the Hardware and Manufacturing sectors. Arnerich Massena facilitates investments with a minimum and maximum cap of $20 million. They are committed to creating bespoke financial solutions that align with their clients' unique financial goals. Their approach includes getting to know their clients personally, understanding their financial aspirations, and crafting wealth strategies that are meant to secure clients' desired financial outcomes. Aside from specialized investment portfolios, they also offer services like comprehensive retirement planning and estate management. Arnerich Massena prides itself on building enduring relationships with their clients and offering trusted financial services for over three decades. They prioritize trust and responsibility in their commitment to guide clients and their families toward their financial objectives. Their extensive experience of over 28 years is marked by a consistent presence for their clients across generations, helping families achieve milestones such as home ownership, educational achievements, or early retirement.