最新季度评论: 2024年第一季度-发光- 2024年9月4日 • Latest Blog Post: 海滩阅读- 05/08/2024
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Latest Blog: 海滩阅读- 05/08/2024
Angeles Wing Angeles Wing Angeles Wing Angeles Wing
PASSION. INTEGRITY. RESULTS.

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 governance.

yabo亚博网站登录首页很自豪能成为一家认证的互益企业oration™ arrow 
yabo亚博网站登录首页赢得格林威治 Quality Leader Award for 7th Consecutive Year arrow

WELCOME TO ANGELES

Angeles Investments is driven to be an innovative leader in managing investment programs, 全球公认我们对客户和行业的积极影响.

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，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.

We invite you to explore our website and discover how our experienced team can help you achieve your unique investment goals.

阅读更多yabo亚博网站登录首页yabo亚博网站登录首页的信息
  • Angeles Wing Angeles Wing
  • Anna and Howard

    WHO WE ARE

    Founded in 2001, Angeles是一家多资产投资公司, 为机构和私人财富投资者定制投资组合. 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.

    阅读更多yabo亚博网站登录是谁
  • Michael and Howard

    yabo亚博网站登录首页的不同

    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 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.

    阅读更多yabo亚博网站登录首页yabo亚博网站登录首页的不同
  • Angeles Wing Angeles Wing
  • 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. 我们很自豪能够获得认可，将人类和地球与利润放在一起.

    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, 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在认证过程中未被审查.

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资产代表所管理的SEC监管资产. 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声称符合全球投资绩效标准(GIPS®). GIPS®是CFA协会的注册商标. 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.

格林尼治品质领袖

Angeles Investments被评为2023年美国格林威治质量领导者.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.

  • Angeles Wing
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阅读更多yabo亚博网站登录首页格林威治的信息

Angeles被指定为美国整体格林威治质量领导者.S. 2017年中型顾问中的投资咨询, 2018, 2019, 2020, 2021, 2022, and 2023 studies. Angeles的客户参与这项研究不需要付费. 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, 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, 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. 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亚博网站登录首页》(luminifer).

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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, 所以我为你下次去海滩旅行推荐了五本新书.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.

    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

    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". 谈话涉及到做狐狸的好处，经济衰退的风险，通货膨胀 & monetary policy.

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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, 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.

    WATCH VIDEO
  • 2023年可持续发展报告

    2023年可持续发展报告 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.

    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

    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.

    READ INSIGHT
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    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...

    READ MARKET UPDATE
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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

    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, 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. 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.

    READ PRESS RELEASE
  • 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, 而且，小盘股的盈利能力通常不如大盘股,Angeles CIO说。, Michael Rosen. “小盘股的杠杆也比大盘股高得多，因此风险更大..."

    READ NEWS

  • 我们努力在所有资产类别中建立一流的投资经理组合. 如果你愿意加入我们的投资组合, 请使用我们的经理咨询表与我们yabo亚博网站登录.

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