SageView Advisory Group, a Newport Beach, California-based registered investment advisory firm specializing in retirement plans and overseeing about $134 billion in assets, has acquired the retirement plan services practice of Arnerich Massena, an advisory firm in Portland, Oregon.
The sale will allow Arnerich Massena to concentrate on private wealth management, endowments and foundations, Bryan Shipley, the firm’s Co-CEO and chief investment officer, said in a press release.
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