Portland-based investment firm Arnerich Massena announced today that Karl Hausafus, J.D., has rejoined the firm as general counsel and chief compliance officer. Mr. Hausafus has overall responsibility for the legal and compliance functions of the firm (he previously served Arnerich Massena in this capacity from 2010 to 2016). Karl Hausafus has also been named a principal of the firm, joining the company’s shareholder group.
 
Tony Arnerich, founder and co-CIO, states, “We are thrilled to have Karl rejoin our team. His strategic insight and the depth of his knowledge are invaluable. I am excited to welcome him to the shareholder group, and we all look forward to his future contributions.” Co-CIO Bryan Shipley, CFA, CAIA, adds, “Karl understands the intricacies of our business and industry, and brings a profound integrity to a job that is all about integrity.”
 
Karl Hausafus, J.D. brings more than 15 years of experience in the financial industry. Mr. Hausafus most recently served as chief legal officer for Saturna Capital and as general counsel and chief compliance officer for the Oregon State Treasury. Prior to his original tenure with Arnerich Massena, he served as general counsel and chief compliance officer of Compass Holdings, LLC, and as senior associate attorney with Preston Gates & Ellis, LLP, where he advised both public and private companies on general securities and business issues. Mr. Hausafus earned his Juris Doctorate from Northwestern School of Law of Lewis & Clark College and holds a Bachelor of Science in marketing and business management from the University of Oregon. He is a former FINRA Series 7 and 24 license holder, and current FINRA Series 66 license holder. Read his complete biography here.
 
Karl Hausafus is also excited about returning to Arnerich Massena. “This is an exceptional firm with an unwavering commitment to quality and integrity and a unique culture. I’m excited to return and join the team.”

 
About Arnerich Massena Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com.

Arnerich Massena named as one of three finalists in the advisory firms category.

Portland-based investment firm Arnerich Massena announced today two new members of the Firm’s Board of Directors. Arthur Coyne, CFA, senior research analyst, has been named secretary of the Board. Ryland Moore has been promoted to director of business development and will also join the Board of Directors. Both Coyne and Moore have also been named principals of the firm, which transitioned to 100% employee ownership in January of 2017.
 
Dave Nute, CEO, commented, “Arthur and Ryland are both tremendous additions to the firm’s ownership and Board of Directors.” He notes, “Arthur has a deep understanding of disciplined analytical research, and brings the same discipline to his leadership style. In addition to his business development skills, Ryland brings a great deal of subject matter expertise in areas like water resources that are very important to our high-impact investing endeavors.”
 
Tony Arnerich, the firm’s founder and also a shareholder, agrees: “The knowledge and acumen that Arthur and Ryland bring to the table will help steer the company into the future. Stewarding our clients’ assets is our highest priority, and Ryland and Arthur take that mission very seriously. It will be exciting to watch their positive impact on our firm in the years to come.”
 
Thomas (Arthur) Coyne, CFA, as senior research analyst, is responsible for research in strategic and tactical asset allocation, capital markets, and the completion of primary and ongoing manager due diligence. His investment experience spans more than 30 years. While he started with Arnerich Massena in 2012, he also served previously as a senior research analyst for the firm between 2000 and 2005. Mr. Coyne holds a Bachelor of Science, cum laude, in computer engineering from the University of Michigan at Ann Arbor. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Portland. Read his complete biography here.
 
Ryland Moore, previously Arnerich Massena’s business development officer, has been promoted to director of business development. As director of business development, he works primarily with foundations and endowments and high net worth families to build client relationships. He also acts as a subject matter expert for the firm in review of non-traditional investments, with a particular emphasis on energy, water, and agriculture. He started with Arnerich Massena in 2012 and has more than 16 years in the financial industry. Moore earned a Master of Community and Regional Planning degree from the University of Oregon and a Bachelor of Science degree in natural resources with a concentration in economics from the University of the South (Sewanee). Mr. Moore serves as President of the Board of Directors of the Oregon Wildlife Foundation, as a Board member and Investment Committee member for Parkinson’s Resources of Oregon, and as a member of the Headwater’s Council for the Freshwater Trust. He also serves as an endowment committee member of Boy Scouts of America – Cascade Pacific Council. Read his complete biography here.
 
 
This announcement is a next step to the firm’s management buyout in January 2017. With the firm’s transition to 100% employee ownership, the company is dedicated to elevating its seasoned, tenured professionals into ownership positions to ensure that the firm retain its independence, maintain the highest level of client service, and continue to provide forward-looking investment advice.
 

About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy. More information is available at www.arnerichmassena.com.

Investment advisors foster philanthropy across the spectrum from charitable planning to impact investing.

Portland-based investment firm Arnerich Massena announced today that Chris Van Dyke, CFA, CAIA, has been promoted to a senior consultant position in the firm. As a senior consultant, Chris Van Dyke consults to public, private, and not-for-profit organizations in the firm’s institutional group. He brings experience to all aspects of investment consultant and provides expertise and thought leadership in contributing to the firm’s research and participating in speaking engagements. He serves on the company’s Investment Committee, Portfolio Management Committee, and Product Committee. Mr. Van Dyke has also joined the firm’s shareholder group as a principal of the firm.
 
Terri Schwartz, managing director of institutional services, comments, “Chris is a tremendous asset to the firm, and this promotion is an acknowledgment of his expertise and industry acumen. He’s done fantastic client work, and we’re pleased to elevate him into a senior position.”
 
CEO Dave Nute is pleased to welcome Chris to the shareholder group: “Chris’s depth of knowledge and dedication to excellent client service are highly valuable to us, and I’m thrilled that he is joining the ownership group. I look forward to his future contributions to the firm.”
 
Chris Van Dyke, CFA, CAIA, has more than 16 years of experience in the industry. Prior to joining Arnerich Massena in 2012, he served as a consultant and director of investment research for Stratford Advisory group, and worked at CTC Consulting in roles ranging from analyst to associate consultant to assistant vice president. Mr. Van Dyke earned his B.S. from the University of Oregon. He has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and is a member of the Portland Society of Financial Analysts.
 
This announcement follows the firm’s recent management buyout; the promotion of Mr. Van Dyke reflects the firm’s dedication to elevating its seasoned, tenured professionals to positions of leadership to ensure that the firm retain its independence, maintain the highest level of client service, and continue to provide forward-looking investment advice.
 
 
About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com.

Portland-based investment firm Arnerich Massena announced today that Ryan Cunningham, CAIA, has been promoted to a senior consultant position in the firm. As a senior consultant for the company’s institutional practice, Mr. Cunningham consults to corporate defined contribution plans, pension plans, non-profit endowments and foundations, and wealth management. He brings his experience to bear on all aspects of investment consulting from menu structure to vendor searches through investment manager transitions and implementation assistance. He demonstrates thought leadership through speaking engagements, research white papers, and articles. He also serves on the company’s Investment Committee and as the Portfolio Management Committee chair. Mr. Cunningham has joined the firm’s shareholder group as a principal of the firm and sits on the firm’s Board of Directors.
 
Terri Schwartz, managing director of institutional services, notes, “Ryan has demonstrated a profound depth of expertise and knowledge; he understands this industry and is able to help our clients navigate its complexity. This promotion is a reflection of the great work that he’s done for clients, the skill that he brings to his work, and his demonstrated thought leadership in the firm.”
 
Dave Nute, CEO, comments, “I am excited that Ryan has joined us as a shareholder and will sit on the Board of Directors. With his history of contributions to the firm and our clients, we are very much looking forward to his input and strategic insight.”
 
Ryan Cunningham, CAIA, has more than 15 years of financial experience. Prior to joining Arnerich Massena in 2014, he was an investment consultant with RVK, Inc. He earned an MBA from the McCombs School of Business at the University of Texas at Austin with a dual concentration in finance and accounting. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the Portland chapter of the CFA Society. He is an active member of the Portland Alternative Investment Association and currently serves on the Association’s Board of Directors.
 
This announcement follows the firm’s recent management buyout; the promotion of Mr. Cunningham reflects the firm’s dedication to elevating its seasoned, tenured professionals to positions of leadership to ensure that the firm retain its independence, maintain the highest level of client service, and continue to provide forward-looking investment advice.

 
About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com

Portland-based investment firm Arnerich Massena announced today that Reegan Rae, Certified Private Wealth Advisor®, has been made a principal of the firm and promoted to a senior investment advisor position in the firm. As a senior investment advisor, Ms. Rae assists in the development, execution, and ongoing management of client portfolio investment programs, coordinating client portfolio management and developing client relationships. Ms. Rae has joined the firm’s shareholder group as a principal of the firm and sits on the firm’s Board of Directors. She also serves on the company’s Product Committee and Portfolio Management Committee.
 
CEO Dave Nute comments, “Reegan reflects the depth of expertise and commitment to client service that exemplify the Arnerich Massena ethos. She has a history of meaningful contributions to the firm and our clients, and I am very excited that she has joined as a shareholder of the company. I am looking forward to her contributions as a member of our Board of Directors.”
 
“I’m thrilled to join the firm as a principal,” says Reegan Rae. “Arnerich Massena is unique in the level of service it delivers to its clients, and I’m proud to be part of helping the company grow.”
 
Reegan Rae, CPWA®, has more than 12 years of industry experience. She joined Arnerich Massena in 2012; prior to that, she served as a registered principal and member firm relationship manager for M Holding Securities and as financial advisor for AXA Advisors. Ms. Rae earned her Certified Private Wealth Advisor (CPWA) ® designation, an advanced credential for wealth advisors who work with high net worth individuals and families. She earned a B.S. from the University of Oregon. She is a current FINRA Series 65 license holder, and a former FINRA Series 7, 66, and 24 license holder. Reegan Rae is in the Portland Business Alliance’s Leadership Portland Class of 2017.
 
This announcement follows the firm’s recent management buyout; the promotion of Ms. Rae reflects the firm’s dedication to elevating its seasoned, tenured professionals to positions of leadership to ensure that the firm retain its independence, maintain the highest level of client service, and continue to provide forward-looking investment advice.
 
 

About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com.

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in retirement plan consulting services, endowment & foundation, private wealth management, and impact investing strategies, has published its latest white paper, Retirement Plan Best Practices: Plan Design. The white paper is the second in a five-part series outlining retirement plan best practices; the series began with plan governance and will also cover investment menu construction, plan monitoring, and participant education. Plan Design addresses retirement plan structure issues, discussing different plan design options and their considerations.
 
“How you structure your plan can have tremendous impacts on participant outcomes,” the paper states. The paper “examines the factors that you should consider as a fiduciary when making decisions about plan design, looks at how other plans handle different options, and identifies some best practices.” The Plan Design white paper covers:
·         Plan enrollment & eligibility
·         Employer match considerations
·         Automatic options
·         Loans & withdrawals
·         Roth contributions
·         Fee equality
·         Bundled versus unbundled approach comparison
·         Traditional versus discretionary consulting
 
“Many of the decisions plan sponsors make when designing their retirement plan have long-term and powerful effects on their employees’ retirement savings,” notes Terri Schwartz, managing director of institutional services and business development. “To make those decisions, they need to be aware of all the options and what their peers are doing in the marketplace. Our goal with this paper is to help employers make the decisions that will lead their participants to retirement readiness.”
 
Contributors to the paper include Ryan Cunningham, CAIA; Corrie Oliva, CFA; Jillian Perkins; Terri Schwartz; and Chris Van Dyke, CFA, CAIA.
 
A downloadable version of Retirement Plan Best Practices: Plan Design is available at http://www.am-a.com/about/research.htm.
 
 
About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing corporate pension and profit sharing plans, private clients, endowments, foundations, charitable organizations, and trusts and estates. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.  More information is available at www.arnerichmassena.com.