提高客户服务其选民和社区的能力, by providing the resources of a comprehensive investment office and the experience and framework necessary for sound 治理.
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.
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,成为客户值得信赖的管家和长期合作伙伴. 我们追求优越 结果投资成功为我们的客户实现其使命提供了更广阔的途径.
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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yabo亚博网站登录首页
成立于2001年, 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 我们的客户, our investment office strives to offer world class proprietary research and portfolio implementation, 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. 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.
READ MORE ABOUT THE ANGELES DIFFERENCe
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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, and will cover the time period from January 2023 to January 2026 at which time Angeles will be recertified. Angeles pays an annual fee to maintain this membership. ** Angeles Wealth在认证过程中未被审查.
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资产代表所管理的SEC监管资产. 35美元.7 billion in consulting assets, Angeles does not have discretion over the asset allocation decisions but does charge a fee. **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 is the only advisor in this category awarded this distinction for seven consecutive years.
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, 2023项研究. Angeles的客户参与这项研究不需要付费. The Coalition Greenwich 51st annual U.S. Institutional Investors Study included responses from 708 individuals from 575 of the largest tax-exempt funds in the United States, including corporate, 公共, 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.
yabo亚博网站登录首页
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1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024
One of America's greatest scientists was responsible for the most famous failed experiment in history. 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(迈克尔罗森)撰写的最新季度信《yabo亚博网站登录首页》(luminifer).
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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, 所以我为你下次去海滩旅行推荐了五本新书.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, joins Money Life with Chuck Jaffe to discuss his expectations for the economy and what investors should look out for in 2024.
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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 迈克尔罗森 & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". 谈话涉及到做狐狸的好处,经济衰退的风险,通货膨胀 & 货币政策.
观看视频
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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
We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, 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. This annual report highlights our sustainability initiatives and progress made during 2023.
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向ocio过渡:加强基金会的使命一致性 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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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...
阅读市场更新
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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 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.
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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'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.
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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, 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.
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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,Angeles CIO说。, 迈克尔罗森. “小盘股的杠杆也比大盘股高得多,因此风险更大..."
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