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.

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.

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

READ MORE ABOUT ANGELES
  • Angeles Wing Angeles Wing
  • 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, our investment office strives to offer world class proprietary research and portfolio implementation, 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. 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.

    READ MORE ABOUT THE ANGELES DIFFERENCe
  • Angeles Wing Angeles Wing
  • 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.

    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.

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 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 is the only advisor in this category awarded this distinction for seven consecutive years.

  • Angeles Wing
  • Angeles Wing
  • Angeles Wing
  • Angeles Wing
  • Angeles Wing
  • Angeles Wing
  • Angeles Wing
READ MORE ABOUT GREENWICH

Angeles does not pay a fee to be included in the Coalition Greenwich Quality Leader Award survey. 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. More information about client participation in the survey and the adviser’s investment advisory services found in its Form ADV Part 2, are available upon request.

ARTICLES & INSIGHTS arrow

  • 1ST QUARTER 2024 - LUMINIFEROUS

    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(Michael Rosen)撰写的最新季度信《yabo亚博网站登录》(luminifer).

    READ COMMENTARY
  • FIRESIDE READING

    FIRESIDE READING 03-01-2024

    Seven new selections for you - 3 fiction, 4 nonfiction - while it's still fireside reading season. Enjoy! Fiction

    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, 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

    In this discussion, Angeles CIO 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.

    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. 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
  • SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY

    SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY 02-26-2024

    At the height of the pandemic, TV star Ben McKenzie was the perfect mark for cryptocurrency. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.

    WATCH VIDEO
  • 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.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
  • 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 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.

    READ NEWS
  • 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.

    READ NEWS
  • 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, 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
  • 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
  • © 2024 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2024
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC