我们的愿景

To be an innovative leader in managing investment programs, globally recognized for our positive impact on our clients and industry.

• 综合投资解决方案

  • Angeles is a multi-asset investment firm, 提供先进的, 定制的 investment solutions to institutional and private wealth clients.
  • We believe no two clients are identical when considering their mission, 值, 投资目标, 资金和经营实力, 以及承担风险的能力. This is what drives us to offer solutions tailored to meet their unique needs.
  • Our client relationships are built on the foundation of sound 治理 and prudent fiduciary practices. Only from there can a successful investment program deliver consistently strong investment performance.
  • No single investment manager can deliver compelling risk-adjusted returns for a global portfolio. Our open architecture structure and reputation for being a thoughtful patient investor has afforded us access to the best managers, including ones that may have been closed or had limited capacity. We expect to continue this level of access in the future.
  • yabo亚博网站登录首页培养了一种尊重的文化, yabo亚博网站登录, 和多样性, while fostering professional growth and learning. This attractive environment has contributed to the stability and collegiality of our team.
  • 我们为客户的成功感到骄傲, which drives us to be better and work harder for them and ourselves.
  • Angeles is a Certified B Corporation™, a stand-out recognition within the OCIO industry*. Angeles** pursued this as part of our commitment to making responsible investment decisions. 我们以无可置疑的正直行事, serving as a trusted steward and long-term partner with our clients.

  *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

  截至2023年12月31日

  • 监督约6美元.4 billion in OCIO relationships, as well as approximately $35.70亿美元的咨询关系.*
  • 61 client relationships with over 47% of our clients being with us for over 10 years.**
  • Our investment officers have an average of 25 years investment experience and over 10 years at Angeles.
  • 自2002年以来一直是GIPS®合规公司.***
  • Independent, 100% employee-owned firm founded in 2001.
  • 美国证券交易委员会注册投资顾问.

  *OCIO assets represent SEC regulatory assets under management. 35美元.70亿美元的咨询资产, Angeles does not have discretion over the asset allocation decisions but does charge a fee.
  **Includes time spent at Asset Strategy Consulting
  ***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.

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  机构

  Across the institutional landscape we work with a variety of investors to construct 定制的 investment solutions. 基金会, 捐赠基金, and other non-profit institutions represent the majority of our client relationships, and we have extensive experience working with pension funds, sovereign wealth funds and insurance companies. We bring deep expertise to develop long-term investment solutions, while balancing spending and liquidity needs.

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  私人财富

  We provide institutional-quality solutions to select private wealth investors and family offices. Our team works closely with our clients to understand each investor’s unique considerations (ranging from near-term liquidity needs to longer-term investment goals, 代计划, family dynamics and tax considerations) as we build sophisticated and 定制的 comprehensive investment programs.

Founded in 2001, we were then, and remain today, an independent, employee-owned firm.

We have always preferred a close partnership with our clients, viewing ourselves as an extension of their organization by functioning as their investment office. 事实上, we modeled our organizational structure to mirror that of a large non-profit operation, with deep expertise spanning the front and back office.

Over our history we have added to the depth of our skills, 我们经验的广度, and the quality of our analytical tools. It is our belief that value from this will accrue to our clients, as we strive to deliver sophisticated investment solutions in an ever evolving global landscape. 当病人, long-term investors with a selective client base, we focus on truly unique investment opportunities and construct portfolios that we believe will deliver successful outcomes over time.