提高客户服务其选民和社区的能力, 通过提供综合投资办公室的资源以及健全治理所需的经验和框架.
WELCOME TO ANGELES
yabo亚博网站登录首页投资公司致力于成为管理投资项目的创新领导者, 全球公认我们对客户和行业的积极影响.
We embrace intense passion for what we do, focused and undistracted in our purpose. We act with unquestionable integrity,成为客户值得信赖的管家和长期合作伙伴. We seek superior results投资成功为我们的客户实现其使命提供了更广阔的途径.
我们邀请您浏览我们的网站,了解我们经验丰富的团队如何帮助您实现独特的投资目标.
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WHO WE ARE
Founded in 2001, Angeles is a multi-asset investment firm, 为机构和私人财富投资者定制投资组合. Working as a seamless extension of our clients, 我们的投资办公室致力于提供世界一流的专利研究和投资组合实施, along with comprehensive back office support.
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THE ANGELES DIFFERENCE
我们立志成为最受尊敬和钦佩的投资经理, 全球公认我们对客户和行业的积极影响. 我们的想法和行动都是以客户为第一位的. 他们的使命和yabo亚博网站登录首页激励着我们开发定制投资计划,以满足独特的投资需求. As a result, 我们经过深思熟虑,有意建立了一个我们相信是首屈一指的投资机构.
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ANGELES IS A B CORP
We use business as a force for good™. 我们很自豪能够获得认可,将人类和地球与利润放在一起.
READ MORE ABOUT B CORPS*The rating was given by B Lab™ Global on January 29, 2023, 并将涵盖2023年1月至2026年1月期间,届时Angeles将重新获得认证. Angeles pays an annual fee to maintain this membership. ** Angeles Wealth在认证过程中未被审查.
AT A GLANCE FACTS
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$42.1 BILLION IN ASSETS* $6.4 Billion Discretionary
$35.7 Billion Consulting$42.1 BILLION IN ASSETS* $6.4B Discretionary
$35.7B Consulting -
7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience
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20+ Years in Business
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INDEPENDENT 100% Employee Owned
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B Corp™ Certified
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GIPS®** Compliant
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PRI Signatory
*OCIO资产代表所管理的SEC监管资产. For the $35.7 billion in consulting assets, Angeles对资产配置决策没有自由裁量权,但确实收取费用. **Angeles声称符合全球投资绩效标准(GIPS®). GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, 也不保证本文所含内容的准确性或质量.
GREENWICH QUALITY LEADER
Angeles Investments被评为2023年美国格林威治质量领导者.S. Investment Consulting among midsize consultants. Angeles是唯一连续七年获此殊荣的顾问.
Angeles被指定为美国整体格林威治质量领导者.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, 2021, 2022, and 2023 studies. Angeles的客户参与这项研究不需要付费. The Coalition Greenwich 51st annual U.S. 机构投资者研究包括来自美国575家最大免税基金的708名个人的回复, including corporate, public, union and endowment and foundation funds, 养老金或投资组合资产超过1.5亿美元. Ratings are based on a subset of Angeles clients only; your experience may be different. 该奖项评估以前提供的服务质量, and is not indicative of Angeles’ future performance.
ARTICLES & INSIGHTS
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1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024
美国最伟大的科学家之一要为历史上最著名的失败实验负责. Therein lies lessons for investors today. 我们希望您喜欢我们的首席信息官迈克尔·罗森(Michael Rosen)撰写的最新季度信《yabo亚博网站登录》(luminifer).
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BEACH READING 05-08-2024
I'm happy to go to the beach year-round, but it's now really becoming beach weather, 所以我为你下次去海滩旅行推荐了五本新书.Nonfiction
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MONEY LIFE WITH CHUCK JAFFE 12-11-2023
As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, 与Chuck Jaffe一起加入Money Life,讨论他对经济的预期以及投资者在2024年应该注意什么.
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给“狐狸”一个声音——与迈克尔·罗森yabo亚博网站登录首页2023年第二季度评论的讨论 07-27-2023
In this discussion, Angeles CIO Michael Rosen & 总经理Garry Duncan深入探讨了Michael第二季度评论的核心主题“Foxy”。. 谈话涉及到做狐狸的好处,经济衰退的风险,通货膨胀 & monetary policy.
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以畅销书作家摩根·豪斯为特色的系列演讲 05-10-2024
我们很高兴继续这个系列,与畅销书作家摩根·豪斯进行现场炉边聊天, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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2023 SUSTAINABILITY REPORT 04-05-2024
Angeles Investments认为,透明度是问责制的关键. 考虑到这一点,我们很自豪地分享2023年yabo亚博网站登录首页可持续发展报告. 本年度报告重点介绍了2023年我们的可持续发展举措和取得的进展.
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向ocio过渡:加强基金会的使命一致性 04-02-2024
一个社区基金会开始了一段变革之旅,以提高其投资效率和使命一致性. 下面的案例研究强调了基金会向完全自由裁量的OCIO的转变.
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APRIL 2024 GLOBAL MARKET INDEX PERFORMANCE 05-01-2024
Global equity and bond returns were negative in April. The S&P 500 returned -4.1%, the MSCI ACWI decreased -3.4%, and developed non-U.S. equities (MSCI EAFE) fell -2.6%. In the U.S., growth stocks slightly outperformed value while large cap...
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名人、慈善、多元化:一位“金融建筑师”的见解 04-30-2024
Angeles Wealth的董事总经理里克·诺特(Rick Nott)讲述了他成为财务顾问的个人经历. 他回顾了自己的成长经历,以及在全球金融危机期间进入该行业的经历.
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乔恩·福斯特:多代人的规划和大财富的心理 04-30-2024
在Greg Bartalos最新一期的《yabo亚博网站登录》播客中, Angeles Wealth总裁兼首席执行官乔纳森•福斯特(Jonathan Foster)讨论了该公司如何与富裕家庭合作,进行多代人的财富规划, philanthropy, and more.
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安吉利斯连续第七年被评为yabo亚博网站登录 04-26-2024
Angeles很荣幸连续第七年被评为yabo亚博网站登录. We are grateful to you, our clients, 伙伴关系和信任是每一种关系的基础,也是我们每天工作的核心.
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ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024
"Our investment approach tends to emphasize profits, 而且,小盘股的盈利能力通常不如大盘股," said Angeles CIO, Michael Rosen. “小盘股的杠杆也比大盘股高得多,因此风险更大..."
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