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Investment Portfolio Management

Success is built from curiosity and rigor.

We look further, dig deeper, and work harder to provide you with access to top-tier investment opportunities. We have an uncommon passion for investing, which we apply to finding the investment gems and specialty opportunities unavailable elsewhere.

Clients of Arnerich Massena will never get a cookie cutter portfolio; we make sure you have access to world-class investment managers and ideas. We use a forward-looking approach and proven criteria to identify investment managers who can deliver long-term outperformance. We use modeling and risk analysis to build asset allocation strategies tailored to your objectives and risk tolerance, and then employ tactical shifts to take advantage of market opportunities.

Our award-winning proprietary research process applies to due diligence as well as manager selection, ensuring that your portfolio always contains our current best thinking.

We give you the confidence of knowing we are doing the hard work. Our performance reports outline key metrics to show you exactly what we expect and how we are delivering.

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What our clients have to say about us

"The focus on smart growth… independent managers, access to private equity and other investment options as well as the people. The first thing is the people. Friendly, trustworthy, smart, straightforward and helpful."

This testimonial is from a current client. AM did not pay a fee for the testimonial and no material conflicts of interest exist that would influence the testimonial provider.

Vincent LaVecchia and Meghan Pruitt

Why did you choose to partner with Arnerich Massena?

We were impressed with the experience and the investment philosophy they represented.

This testimonial is from a current client. AM did not pay a fee for the testimonial and no material conflicts of interest exist that would influence the testimonial provider.

Len McCandliss