Arnerich Massena & Associates

Overview

Arnerich Massena & Associates is an independent, employee-owned investment advisory firm based in Portland, Oregon. Founded in 1991, the firm specializes in providing comprehensive investment management and consulting services to a diverse clientele, including individuals, endowments, foundations, and corporate retirement plans. Their mission is to secure the future for clients, colleagues, and communities by investing with vision, passion, and purpose. The firm is distinguished by exceptional client service, unbiased research, and a long history of providing creative, high-quality investment advice. The firm's investment strategy is characterized by a forward-thinking approach, integrating top-tier research and collaborative expertise cultivated over nearly three decades. Arnerich Massena is known for successfully investing in high-impact areas such as water resources, sustainable agriculture, fisheries, healthcare, and clean energy technology. They have been pioneers in the investment industry with alternative investment strategies, global portfolios, and private markets expertise. In July 2024, Arnerich Massena merged with Coldstream Capital Management, an employee-owned, independently-operated financial services firm. This merger expanded their combined assets under management to over $11 billion, enhancing their ability to serve a broader range of clients with diverse investment needs. The firm continues to uphold its commitment to innovation, client service, and corporate citizenship, striving to model corporate citizenship and service in all their endeavors.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies