Enhancing 我们的客户' ability to serve their constituents and communities, 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.
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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 for what we do, focused and undistracted in our purpose. We act with unquestionable 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.
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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成立于2001年, Angeles is a multi-asset investment firm, building 定制的 portfolios for institutional and private wealth investors. Working as a seamless extension of 我们的客户, 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
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. Our clients come first in how we think and the actions we take. 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. 结果是, 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.
READ MORE ABOUT THE ANGELES DIFFERENCe
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ANGELES IS A B CORP
We use business as a force for good™. We're proud to be recognized for putting people and planet right up there with profit.
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 was not examined in the certification process.
事实一目了然
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$42.1 BILLION IN 资产* $6.4 Billion Discretionary
$35.7 Billion Consulting$42.1 BILLION IN 资产* $6.4 b可自由支配
$35.7 b咨询 -
7 INVESTMENT OFFICERS Averaging 25+ 一年s of Investment Experience
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20+ 经营年限
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独立的 100% Employee Owned
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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. 35美元.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 claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
GREENWICH QUALITY LEADER
Angeles Investments has been named a 2023 Greenwich 质量的领导者 in Overall U.S. Investment Consulting among midsize consultants. Angeles是唯一连续七年获此殊荣的顾问.
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. 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, 公共, union and endowment and foundation funds, 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, and is not indicative of Angeles’ future performance.
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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. 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
I'm happy to go to the beach year-round, but it's now really becoming beach weather, so I have five new book suggestions for your next trip to the beach.非小说类
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MONEY LIFE WITH CHUCK JAFFE 12-11-2023
As 2023 comes to a close, 迈克尔罗森, 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 "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023
In this discussion, Angeles CIO 迈克尔罗森 & 总经理Garry Duncan深入探讨了Michael第二季度评论的核心主题“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
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 believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. 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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TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT 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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A革命制度党L 2024 GLOBAL MARKET INDEX 表演 05-01-2024
Global equity and bond returns were negative in April. 的年代&500便士返回-4.1%, the MSCI ACWI decreased -3.4%, and developed non-U.S. equities (MSCI EAFE) fell -2.6%. 在美国.S., growth stocks slightly outperformed value while large cap...
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CELEBRITY, CHARITY, DIVERSITY: 的见解 FROM A 'FINANCIAL ARCHITECT' 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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JON FOSTER: MULTIGENERATIONAL PLANNING AND THE PSYCHOLOGY OF BIG WEALTH 04-30-2024
On the latest episode of Greg Bartalos' The Way Forward Podcast, 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, 慈善事业, 和更多的.
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ANGELES NAMED A GREENWICH QUALITY LEADER FOR SEVENTH CONSECUTIVE YEAR 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, 我们的客户, 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, 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..."
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