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PASSION. INTEGRITY. RESULTS.

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.

READ MORE ABOUT ANGELES
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  • Anna and Howard

    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.

    READ MORE ABOUT WHO WE ARE
  • Michael and Howard

    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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  • B Corp TM
  • 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.

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    *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

  • OCIO assets

    $42.1 BILLION IN ASSETS* $6.4 Billion Discretionary
    $35.7 Billion Consulting

    $42.1 BILLION IN ASSETS* $6.4B Discretionary
    $35.7B Consulting

  • 6 Investment Officers Averaging 25+ Years of Experience

    7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience

  • 20 years in business icon

    20+ Years in Business

  • Employee Owned Icon

    INDEPENDENT 100% Employee Owned

  • B Corp TM Certified

    B Corp™ Certified

  • GIPS Icon

    GIPS®** Compliant

  • PRI Logo

    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协会不认可或推广该组织, 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.

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READ MORE ABOUT GREENWICH

yabo亚博网站登录首页不支付费用,包括在联合yabo亚博网站登录奖调查. Angeles Investment Advisors, LLC是一家在美国注册的投资顾问公司.S. Securities and Exchange Commission. 注册并不意味着一定水平的技能或培训. 有关客户参与调查及顾问提供投资咨询服务的详情,请参阅表格ADV Part 2, are available upon request.

ARTICLES & INSIGHTS arrow

  • 1ST QUARTER 2024 - LUMINIFEROUS

    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).

    READ COMMENTARY
  • BEACH READING

    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

    READ BLOG POST
  • MONEY LIFE WITH CHUCK JAFFE

    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.

    LISTEN TO PODCAST
  • GIVING

    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.

    WATCH VIDEO
  • 以畅销书作家摩根·豪斯为特色的系列演讲

    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.

    WATCH VIDEO
  • 2023 SUSTAINABILITY REPORT

    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.

    READ INSIGHT
  • 向ocio过渡:加强基金会的使命一致性

    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.

    READ INSIGHT
  • APRIL 2024 GLOBAL MARKET INDEX PERFORMANCE

    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...

    READ MARKET UPDATE
  • 名人、慈善、多元化:一位“金融建筑师”的见解

    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

    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

    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.

    READ PRESS RELEASE
  • ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY

    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..."

    READ NEWS
  • SEC/ADV | FORM CRS
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  • TERMS | PRIVACY
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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC