A wealth management expert offers tips on financially surviving the recession.  

Portland-based investment firm Arnerich Massena, an independent investment advisory firm specializing in endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announces the publication of a new white paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success. While other industries are beginning to see a greater balance between men and women, the financial services industry continues to be heavily male dominated. This paper discusses why the investment industry would benefit from including more female financial professionals and how to foster that change.
 
“Arnerich Massena is unique in that the firm has had an equal or near-equal gender balance among its leadership and advisory team throughout the company’s history,” notes Terri Schwartz, contributor to the paper, firm principal, and managing director of institutional services. “We think this balance has improved our strategic thinking and our ability to connect and communicate with our clients, and want to share our experience. There is research that supports the idea that bringing both male and female perspectives to the table can contribute to long-term outcomes.”
 
“We need different perspectives, which ultimately help foster collaboration and better long-term results,” adds Reegan Rae, contributor, principal, and managing director of Wealth Management. “The most effective teams don’t all look the same or think the same. We maintain the gender balance of our advisory teams because we are convicted that it presents a material advantage for our clients, and we’re pleased to do our part to foster this change across the financial services industry, ultimately benefiting all people who are seeking investment advice and assistance.”
 
The white paper takes a deeper look at how significant the gender disparity is in the investment industry and some of the reasons the imbalance has remained so pronounced. The discussion then focuses on why we need women in the financial services profession and what the industry can do to help promote this. The paper is intended to provide real solutions that will be of long-term benefit to financial services firms, their clients, and the industry itself.
 
Arnerich Massena is 100% employee-owned, with 52% owned by women; the firm was listed among the top 20 largest women-owned firms by The Portland Business Journal in 2018. The company’s executive leadership team is evenly divided between men and women. The firm’s overall investment advisory team is 45% female, with the wealth management advisory team comprised of 50% women.
 
A downloadable version of Women in Investing: Why balanced gender representation on your advisory team helps lead to success is available at http://arnerichmassena.com/Research-Resources/.
 
 
About Arnerich Massena - Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing endowments, foundations, charitable organizations, private clients, trust 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, fisheries, 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 endowment & foundation, private wealth management, retirement plan consulting services, and impact investing strategies, announces that the firm has joined the Intentional Endowments Network (IEN), which supports colleges and universities, and other mission-driven tax-exempt organizations, in aligning their endowment investment practices with their mission, values, and sustainability goals, without sacrificing financial return. Now a member of the IEN, Arnerich Massena will provide thought leadership and act as a resource for higher education institutions seeking to incorporate impact strategies such as sustainable and ESG (environmental, social, governance) investing into their endowment portfolios.

As impact investing gains popularity, it addresses new challenges. 

With more cash in the bank, companies are upping stock purchases while investing in new equipment and wages. 

Recent market activity prompts us to consider Mark Twain’s famous quote — and revisit historical trends to understand how equities might perform for the remainder of 2018.

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: Investment Menu Construction. The white paper is the third in a five-part series outlining retirement plan best practices; the series began with plan governance and plan design and will also cover plan monitoring and participant education. Investment Menu Construction examines how to build a retirement plan investment menu that will result in improved long-term participant outcomes.
 
“The move from defined benefit plans to defined contribution plans shifted the investment decision-making process to participants in a way they hadn’t been confronted with in the defined benefit era,” the paper notes. “As an industry we are getting better at understanding how to really help participants invest successfully, much of which comes from our increased knowledge of the science of behavioral economics.” The paper discusses how findings from behavioral economists can help guide the construction of an investment menu. By understanding how participants make decisions, we can design a menu that will make that process easier.
 
“Plan sponsors are challenged to build an investment menu lineup that meets a number of different criteria,” says Terri Schwartz, managing director of institutional services and business development. “They need to provide enough diversification but keep the menu simple to use, offer options that are appropriate for a variety of ages and life stages, and manage investment expenses, to name just a few. We want to help sponsors navigate this territory to ultimately help their participants to a secure retirement.”
 
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: Investment Menu Construction  is available at http://arnerichmassena.com/pdf/white-papers/Menu_construction_final.pdf.
 
 
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

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.