Coldstream Capital Management has combined with Arnerich Massena, a Portland, Ore.–based investment advisory firm managing approximately $2 billion in client assets.
"Joining forces with [Arnerich Massena] is consistent with our longtime mergers and acquisitions strategy, which is laser-focused on aligning ourselves with partners who not only share our values and approach to service but are committed to remaining independent and employee-owned,” said Kevin Fitzwilson, Coldstream’s managing shareholder. “I'm looking forward to what we can accomplish together."
All of Arenerich Massena’s employees will become shareholders of Coldstream. Arenerich Massena’s team works with high-net-worth families and individuals, as well as endowments and foundations, providing portfolio management and investment advisory services.
The Arenerich Massena team will also provide family office–related services at Coldstream, such as legacy planning, business exit planning
