Enhancing our clients' ability to serve their constituents and communities, by providing the resources of a comprehensive investment office and the experience and framework necessary for sound 治理.
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Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on our clients and industry.
我们拥抱强烈的 yabo亚博网站登录首页 为了我们所做的,专注于我们的目标,不受干扰. 我们的行动毫无疑问 yabo亚博网站登录, serving as a trusted steward and long-term partner with our clients. 我们追求优越 结果, as investment success provides expanded ways for our clients to achieve their mission.
We invite you to explore our website and discover how our experienced team can help you achieve your unique investment goals.
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成立于2001年, Angeles是一家多资产投资公司, building 定制的 portfolios for institutional and private wealth investors. 作为我们客户的无缝延伸, our investment office strives to offer world class proprietary research and portfolio implementation, 以及全面的后台支持.
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yabo亚博网站登录首页的不同
We aspire to be the most respected and admired investment manager, globally recognized for our positive impact on our clients and industry. Our clients come first in how we think and the actions we take. Their mission and yabo亚博网站登录首页 inspire us to develop custom investment programs to meet unique investment needs. 结果是, we have thoughtfully and intentionally built an investment organization which we believe is second to none.
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安吉利斯是一家互益公司
我们将商业作为一种向善的力量. We're proud to be recognized for putting people and planet right up there with profit.
阅读更多yabo亚博网站登录首页b型企业的信息*该评级由B Lab™Global于1月29日给出, 2023, and will cover the time period from January 2023 to January 2026 at which time Angeles will be recertified. 安吉利斯支付年费来维持会员资格. ** Angeles Wealth was not examined in the certification process.
事实一目了然
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$44.90亿的资产* $6.50亿美元自由裁量权
$38.40亿咨询$44.90亿的资产* $6.5 b可自由支配
$38.4 b咨询 -
7 .投资官员 平均25年以上的投资经验
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20+ 经营年限
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独立的 100%员工持股
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B公司™ 认证
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GIPS®* * 兼容的
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革命制度党 签署
*OCIO资产 represent SEC regulatory assets under management. 38美元.40亿的咨询资产, Angeles does not have discretion over the asset allocation decisions but does charge a fee. **Angeles claims compliance with the Global Investment Performance Standards (GIPS®). GIPS®是CFA协会的注册商标. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
格林尼治品质领袖
Angeles Investments has been named a 2023 Greenwich 质量的领导者 in Overall U.S. 中型咨询公司中的投资咨询. Angeles is the only advisor in this category awarded this distinction for seven consecutive years.
Angeles was designated as a Greenwich 质量的领导者 in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, 2021, 2022, 2023项研究. Angeles does not pay to have its clients participate in the study. 联合格林威治第51届年度美国.S. 机构投资者 Study included responses from 708 individuals from 575 of the largest tax-exempt funds in the United States, 包括公司, 公共, 工会、捐赠基金和基金会基金, with either pension or investment pool assets greater than $150 million. Ratings are based on a subset of Angeles clients only; your experience may be different. This award evaluates the quality of services previously provided, 也不能代表安吉利斯未来的表现.
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2024年第一季度-发光 04-09-2024
One of America's greatest scientists was responsible for the most famous failed experiment in history. 这对今天的投资者来说是一个教训. We hope you enjoy our latest quarterly letter, Luminiferous, by our CIO, 迈克尔罗森.
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沙滩阅读 05-08-2024
我很高兴一年四季都去海滩, 但现在真的变成了海滩天气, so I have five new book suggestions for your next trip to the beach.非小说类
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查克·贾菲的金钱生活 12-11-2023
2023年即将结束,迈克尔·罗森校长 & 他是yabo亚博网站登录首页投资公司的首席投资官, joins Money Life with Chuck Jaffe to discuss his expectations for the economy and what investors should look out for in 2024.
听播客 -
给 "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023
在这次讨论中,Angeles首席信息官迈克尔罗森 & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & 货币政策.
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AWM SPEAKER SERIES FEATURING BESTSELLING AUTHOR MORGAN HOUSEL 05-10-2024
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, 尊敬的主持人, yabo亚博网站登录首页财富高级顾问安·迪顿和里克·诺特.
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2023年可持续发展报告 04-05-2024
Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2023.
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TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT 04-02-2024
A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundations transition to a fully discretionary, OCIO.
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2024年5月全球市场指数表现如何 06-03-2024
5月份,全球股票和债券的回报率为正. 的年代&500元退回5.MSCI ACWI指数上涨4点.1%,而非美国.S. 股市(MSCI EAFE)上涨3点.9%. 在美国.S., growth stocks significantly outperformed value while small cap...
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一个后门账户和另外两个节省税收的方法 06-10-2024
Safeguarding family wealth across generations requires careful planning, 特别是在实施最佳税收策略时. 我们的总经理里克·诺特写了一篇文章, 他探讨了三个关键问题, 不为人知的, 策略.
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EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST 06-05-2024
“新兴市场整体盈利能力较差. They have lower valuations, but that's because they should have lower valuations," Rosen said. 他还指出,该公司一直表现优异 & U的可靠性.S. 与国际市场相比.
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ADVISORS NAME THE MOST OVERLOOKED FINANCIAL ISSUES DURING DIVORCE PROCEEDINGS 06-05-2024
“这不仅仅是投资的问题, but they need to also provide emotional support and empathy to their clients during this difficult time in addition to offering practical financial advice," says our partner and head of the New York office Harry Grand.
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我们会看到全球对亿万富翁征税吗? 06-05-2024
Our managing director Rick Nott points out for Susan Lipp that U.S. Treasury Secretary Janet Yellen's opposition to a global wealth tax on billionaires aligns with America's values of capitalism and entrepreneurship.
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