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

Enhancing our clients' 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 our clients and industry.

我们拥抱强烈的 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.

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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  • Angeles Wing Angeles Wing
  • 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, 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, 以及全面的后台支持.

    阅读更多yabo亚博网站登录是谁
  • 迈克尔和霍华德

    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 our clients 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. 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
  • 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, 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. 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®是CFA协会的注册商标. CFA Institute does not endorse or promote this organization, 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是唯一连续七年获此殊荣的顾问.

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阅读更多yabo亚博网站登录首页格林威治的信息

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 is an investment adviser registered with the U.S. 美国证券交易委员会. Registration does not imply a certain level of skill or training. 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, 应要求提供.

ARTICLES & INSIGHTS arrow

  • 2024年第一季度-发光

    2024年第一季度-发光 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. 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.

    READ COMMENTARY
  • 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, 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.

    听播客
  • 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 & 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 & 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

    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, 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. 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

    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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  • 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&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%. 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

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

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