Enhancing 我们的客户' ability to serve their constituents and communities, by providing the resources of a comprehensive investment office and the experience and framework necessary for sound governance.
欢迎来到yabo亚博网站登录首页
Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on 我们的客户 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 我们的客户. 我们追求优越 结果, as investment success provides expanded ways for 我们的客户 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.
-
yabo亚博网站登录首页
成立于2001年, Angeles是一家多资产投资公司, building customized 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.
阅读更多yabo亚博网站登录首页yabo亚博网站登录首页
-
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 我们的客户 and industry. 我们的想法和行动都是以客户为第一位的. 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.
阅读更多yabo亚博网站登录首页yabo亚博网站登录首页的不同
-
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在认证过程中未被审查.
事实一目了然
-
$42.10亿资产* $6.40亿美元自由裁量权
$35.70亿咨询$42.10亿资产* $6.4 b可自由支配
$35.7 b咨询 -
7 .投资官员 平均25年以上的投资经验
-
20+ 经营年限
-
独立的 100%员工持股
-
B公司™ 认证
-
GIPS®* * 兼容的
-
革命制度党 签署
*OCIO资产代表所管理的SEC监管资产. 35美元.70亿美元的咨询资产, 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协会不认可或推广该组织, 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. 2017年中型顾问中的投资咨询, 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. 该奖项评估以前提供的服务质量, 也不能代表安吉利斯未来的表现.
yabo亚博网站登录首页
-
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.
阅读评论 -
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
阅读博客文章 -
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.
观看视频
-
以畅销书作家摩根·豪斯为特色的系列演讲 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.
观看视频 -
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.
读的洞察力 -
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.
读的洞察力 -
2024年4月全球市场指数表现 05-01-2024
4月份,全球股票和债券的回报率为负. 的年代&500便士返回-4.1%, MSCI ACWI下跌-3点.4%,非美国发达国家.S. 股票(MSCI EAFE)下跌-2点.6%. 在美国.S.成长型股票的表现略优于价值型股票,而大盘股的表现则略胜一筹...
阅读市场更新
-
CELEBRITY, CHARITY, DIVERSITY: 的见解 FROM A 'FINANCIAL ARCHITECT' 04-30-2024
Angeles Wealth managing director Rick Nott opens up about the personal journey that led him to a career as a financial advisor. He reflects on his upbringing and coming up in the industry during the Global Financial Crisis.
阅读新闻 -
JON FOSTER: MULTIGENERATIONAL PLANNING AND THE PSYCHOLOGY OF BIG WEALTH 04-30-2024
在Greg Bartalos最新一期的《yabo亚博网站登录首页》播客中, Angeles Wealth's President and CEO Jonathan Foster discusses how the firm works with wealthy families on multigenerational wealth planning, 慈善事业, 和更多的.
阅读新闻 -
ANGELES NAMED A 格林尼治品质领袖 FOR SEVENTH CONSECUTIVE YEAR 04-26-2024
Angeles is proud to be named a Greenwich 质量的领导者 for the seventh consecutive year. 我们很感激你, 我们的客户, for the partnership and trust which form the foundation of each relationship and is at the core of what we do each day.
阅读新闻稿 -
随着小盘股反弹,投资顾问增加了配置 03-22-2024
“我们的投资方式倾向于强调利润, and small-cap stocks have generally been less profitable than large-cap stocks,Angeles CIO说。, 迈克尔罗森. "Small-caps are also much more leveraged than large-caps, thus riskier..."
阅读新闻