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Investment Research

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.

Our team uses the power of data and analytics, combined with our proprietary qualitative analysis, 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.

We give you the confidence of knowing we are doing the hard work. Our award-winning research team delivers deep dive analysis on each investment manager we recommend, so that you understand what our expectations are for them within your overall portfolio strategy. We focus on finding the opportunities for you to prosper with a greater purpose.

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What’s different about working with Arnerich Massena

“What sets them apart is access to smaller, targeted private equity and other investments that you can participate in.”

Lawrence Anderson

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."

Vincent LaVecchia and Meghan Pruitt