Angeles Wing Angeles Wing Angeles Wing Angeles Wing
PASSION. INTEGRITY. RESULTS.

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 governance.

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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.

We embrace intense passion 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 integrity, serving as a trusted steward and long-term partner with our clients. We seek superior results, 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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  • Anna and Howard

    WHO WE ARE

    Founded in 2001, 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.

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  • Michael and Howard

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    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 passion inspire us to develop custom investment programs to meet unique investment needs. As a result, we have thoughtfully and intentionally built an investment organization which we believe is second to none.

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  • B Corp TM
  • 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.

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    *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.

AT A GLANCE FACTS

  • OCIO assets

    $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* $6.4B Discretionary
    $35.7B Consulting

  • 6名平均25年以上经验的投资官员

    7 .投资官员 平均25年以上的投资经验

  • 20年的商业偶像

    20+ Years in Business

  • 员工自有图标

    INDEPENDENT 100%员工持股

  • B公司TM认证

    B Corp™ Certified

  • GIPS Icon

    GIPS®** Compliant

  • PRI Logo

    PRI Signatory

*OCIO assets represent SEC regulatory assets under management. For the $35.70亿美元的咨询资产, 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 Quality Leader 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.

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Angeles was designated as a Greenwich Quality Leader in Overall U.S. 2017年中型顾问中的投资咨询, 2018, 2019, 2020, 2021, 2022, and 2023 studies. 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, public, 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.

ARTICLES & INSIGHTS arrow

  • 2024年第一季度-发光

    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, Michael Rosen.

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  • BEACH READING

    BEACH READING 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.Nonfiction

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  • 查克·贾菲的金钱生活

    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.

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  • GIVING

    GIVING "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Michael Rosen & 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 & monetary policy.

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  • AWM SPEAKER SERIES FEATURING BESTSELLING AUTHOR MORGAN HOUSEL

    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

    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

    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4月全球市场指数表现

    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. The S&P 500 returned -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%. In the U.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...

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  • CELEBRITY, CHARITY, DIVERSITY: INSIGHTS FROM A 'FINANCIAL ARCHITECT'

    CELEBRITY, CHARITY, DIVERSITY: INSIGHTS 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.

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  • JON FOSTER: MULTIGENERATIONAL PLANNING AND THE PSYCHOLOGY OF BIG WEALTH

    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's President and CEO Jonathan Foster discusses how the firm works with wealthy families on multigenerational wealth planning, philanthropy, and more.

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  • ANGELES NAMED A 格林尼治品质领袖 FOR SEVENTH CONSECUTIVE YEAR

    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 Quality Leader for the seventh consecutive year. 我们很感激你, our clients, 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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  • 随着小盘股反弹,投资顾问增加了配置

    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," said Angeles CIO, Michael Rosen. "Small-caps are also much more leveraged than large-caps, thus riskier..."

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