Enhancing 我们的客户' ability to serve their constituents and communities, by providing the resources of a comprehensive investment office and the experience and framework necessary for sound 治理.
WELCOME TO ANGELES
Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on 我们的客户 and industry.
We embrace intense yabo亚博网站登录首页 for what we do, focused and undistracted in our purpose. We act with unquestionable yabo亚博网站登录, serving as a trusted steward and long-term partner with 我们的客户. 我们追求优越 结果, as investment success provides expanded ways for 我们的客户 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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成立于2001年, Angeles is a multi-asset investment firm, building 定制的 portfolios for institutional and private wealth investors. Working as a seamless extension of 我们的客户, our investment office strives to offer world class proprietary research and portfolio implementation, along with comprehensive back office support.
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THE ANGELES DIFFERENCE
We aspire to be the most respected and admired investment manager, globally recognized for our positive impact on 我们的客户 and industry. Our clients come first in how we think and the actions we take. Their mission and yabo亚博网站登录首页 inspire us to develop custom investment programs to meet unique investment needs. 结果是, we have thoughtfully and intentionally built an investment organization which we believe is second to none.
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ANGELES IS A B CORP
We use business as a force for good™. We're proud to be recognized for putting people and planet right up there with profit.
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 was not examined in the certification process.
事实一目了然
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$42.1 BILLION IN 资产* $6.4 Billion Discretionary
$35.7 Billion Consulting$42.1 BILLION IN 资产* $6.4 b可自由支配
$35.7 b咨询 -
7 INVESTMENT OFFICERS Averaging 25+ 一年s of Investment Experience
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20+ 经营年限
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独立的 100% Employee Owned
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B公司™ 认证
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GIPS®* * 兼容的
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革命制度党 签署
*OCIO资产 represent SEC regulatory assets under management. 35美元.7 billion in consulting assets, 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® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
GREENWICH QUALITY LEADER
Angeles Investments has been named a 2023 Greenwich 质量的领导者 in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for seven consecutive years.
Angeles does not pay a fee to be included in the Coalition Greenwich 质量的领导者 Award survey. Angeles Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. 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.
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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. We hope you enjoy our latest quarterly letter, Luminiferous, by our CIO, 迈克尔罗森.
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沙滩阅读 05-08-2024
I'm happy to go to the beach year-round, but it's now really becoming beach weather, so I have five new book suggestions for your next trip to the beach.非小说类
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MONEY LIFE WITH CHUCK JAFFE 12-11-2023
As 2023 comes to a close, 迈克尔罗森, 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.
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给 "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023
In this discussion, Angeles CIO 迈克尔罗森 & 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 & 货币政策.
观看视频
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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, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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2023 SUSTAINABILITY REPORT 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 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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A革命制度党L 2024 GLOBAL MARKET INDEX 表演 05-01-2024
Global equity and bond returns were negative in April. 的年代&500便士返回-4.1%, the MSCI ACWI decreased -3.4%, and developed non-U.S. equities (MSCI EAFE) fell -2.6%. 在美国.S., growth stocks slightly outperformed value while large cap...
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CELEBRITY, CHARITY, DIVERSITY: 的见解 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 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, 慈善事业, 和更多的.
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ANGELES NAMED A GREENWICH QUALITY LEADER FOR SEVENTH CONSECUTIVE YEAR 04-26-2024
Angeles is proud to be named a Greenwich 质量的领导者 for the seventh consecutive year. We are grateful to you, 我们的客户, 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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ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024
"Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles CIO, 迈克尔罗森. "Small-caps are also much more leveraged than large-caps, thus riskier..."
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