Latest Quarterly Commentary: 1st Quarter 2024 - Luminiferous - 04/09/2024 • Latest Blog Post: Beach Reading - 05/08/2024
Latest Commentary: 1st Quarter 2024 - Luminiferou... - 04/09/2024 •
Latest Blog: Beach Reading - 05/08/2024
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.

Angeles Is Proud to Be a Certified B Corporation™ arrow 
Angeles Wins Greenwich Quality Leader Award for 7th Consecutive Year arrow

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, globally recognized for our positive impact on our clients and industry.

We embrace intense passion for what we do, focused and undistracted in our purpose. We act with unquestionable 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.

READ MORE ABOUT ANGELES
  • Angeles Wing Angeles Wing
  • Anna and Howard

    WHO WE ARE

    Founded in 2001, Angeles is a multi-asset investment firm, building customized portfolios for institutional and private wealth investors. Working as a seamless extension of our clients, 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, along with comprehensive back office support.

    READ MORE ABOUT WHO WE ARE
  • Michael and Howard

    THE ANGELES DIFFERENCE

    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.

    READ MORE ABOUT THE ANGELES DIFFERENCe
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  • B Corp TM

  • 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, 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. Angeles pays an annual fee to maintain this membership. ** Angeles Wealth was not examined in the certification process.

AT A GLANCE FACTS

  • OCIO assets

    $44.9 BILLION IN ASSETS* $6.5 Billion Discretionary
    $38.4 Billion Consulting

    $44.9 BILLION IN ASSETS* $6.5B Discretionary
    $38.4B 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 assets represent SEC regulatory assets under management. For the $38.4 billion in consulting assets, 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® 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 Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles是唯一连续七年获此殊荣的顾问.

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READ MORE ABOUT GREENWICH

Angeles was designated as a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, 2021, 2022, and 2023 studies. Angeles does not pay to have its clients participate in the study. The Coalition Greenwich 51st annual U.S. 机构投资者研究包括来自美国575家最大免税基金的708名个人的回复, including corporate, public, union and endowment and foundation funds, 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, and is not indicative of Angeles’ future performance.

ARTICLES & INSIGHTS arrow

  • 1ST QUARTER 2024 - LUMINIFEROUS

    1ST QUARTER 2024 - LUMINIFEROUS 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. Therein lies lessons for investors today. We hope you enjoy our latest quarterly letter, Luminiferous, by our CIO, Michael Rosen.

    READ COMMENTARY
  • BEACH READING

    BEACH READING 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.Nonfiction

    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, 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.

    LISTEN TO PODCAST
  • GIVING

    GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

    In this discussion, Angeles CIO 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.

    WATCH VIDEO
  • 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, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.

    WATCH VIDEO
  • 2023 SUSTAINABILITY REPORT

    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. 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.

    READ INSIGHT
  • 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.

    READ INSIGHT
  • MAY 2024 GLOBAL MARKET INDEX PERFORMANCE

    MAY 2024 GLOBAL MARKET INDEX PERFORMANCE 06-03-2024

    Global equity and bond returns were positive in May. The S&P 500 returned 5.0%, the MSCI ACWI increased 4.1%, and developed non-U.S. equities (MSCI EAFE) rose 3.9%. In the U.S., growth stocks significantly outperformed value while small cap...

    READ MARKET UPDATE
  • A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES

    A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES 06-10-2024

    Safeguarding family wealth across generations requires careful planning, particularly when implementing optimal tax strategies. In a piece written by our managing director Rick Nott, he explores three crucial, lesser-known, strategies.

    READ NEWS
  • EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST

    EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST 06-05-2024

    "EM markets as a whole have been less profitable. 它们的估值较低，但那是因为它们应该估值较低。. He also notes the consistent outperformance & reliability of the U.S. compared to international markets.

    READ NEWS
  • ADVISORS NAME THE MOST OVERLOOKED FINANCIAL ISSUES DURING DIVORCE PROCEEDINGS

    ADVISORS NAME THE MOST OVERLOOKED FINANCIAL ISSUES DURING DIVORCE PROCEEDINGS 06-05-2024

    "It's not just about investing, 但在这个困难时期，除了提供实用的财务建议外，他们还需要为客户提供情感支持和同理心," says our partner and head of the New York office Harry Grand.

    READ NEWS
  • WILL WE SEE A GLOBAL TAX ON BILLIONAIRES?

    WILL WE SEE A GLOBAL TAX ON BILLIONAIRES? 06-05-2024

    Our managing director Rick Nott points out for Susan Lipp that U.S. 美国财政部长珍妮特·耶伦(Janet Yellen)反对对亿万富翁征收全球财富税，这与美国的资本主义和创业价值观是一致的.

    READ NEWS

  • We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.

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