• 是什么让我们与众不同


    We are purposefully structured to enhance our client's 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.

    • 米歇尔·罗森的故事

      迈克尔一个. 罗森

      管理合伙人 &

    • yabo亚博网站登录首页的不同

      yabo亚博网站登录首页致力于成为投资项目管理领域的创新领导者, 全球公认我们对客户和行业的积极影响. We are not driven by the usual business metrics: revenue growth, 利润率, 客户数量, 员工, 或办公室. We only have two clear goals, and both are related to our clients.

      • The first goal is to enable each client to advance and fulfill its mission through superior investment results. We do this by taking an innovative investment approach that is required to achieve our clients’ 投资目标, translating high-conviction views into dynamic portfolios, and leveraging a diverse and collaborative organization to facilitate agile actions on behalf of our clients.
      • Our second goal is to offer the highest level of service. 我们定义的不仅仅是响应请求(尽管这也很重要). Great service to our clients also means anticipating their needs. 这不仅需要了解客户的财务历史, 条件, 和预测, 但也很深刻, intuitive understanding of the culture and character of each client, 他们的企业, 和任务.

      迈克尔一个. 罗森

      管理合伙人 &

    Angeles is organized to achieve these dual goals.

    • Our Investment Officers are experienced investment professionals. They serve each client as an internal chief investment officer would: being intimately familiar with the client’s requirements, guiding the fiduciaries in establishing client-appropriate 投资目标 and parameters, 在经济环境的背景下教育和交流投资策略, 并整理yabo亚博网站登录首页组织的所有资源来支持每个客户. We have two divisions of Investment Officers, Angeles Investments and Angeles Wealth Management that, 分别, serve institutional and private investors.

    • Angeles 投资管理 is our research and investment division responsible for implementing our best investment ideas across every client’s portfolio, principally through our series of proprietary commingled funds. 这些基金, organized by asset class and strategy, reflect Angeles’ highly selective manager research process (fewer than 1% of strategies reviewed are ever funded by Angeles). 整体投资组合风险敞口由Angeles投资管理公司内部管理.

    Howard Perlow - We have achieved our goals Howard Perlow - We have achieved our goals

    We are proud to say we have achieved our goals.

    • 在过去的五年里, Angeles has received one of the highest overall scores among investment advisory firms* in the Greenwich Associates survey of more than 1100 institutional investors across the United States. We were graded on our investment acumen, understanding of clients' needs, 响应性 to their requests, and many other areas of investment knowledge, communication and client service. 我们认为这些结果有力地证明了安吉利斯为客户带来的价值.

    • 我们也成功地实现了我们的目标,取得了卓越的投资成果. Angeles has a 20-year track record of outperforming our benchmarks, a track record that has been independently audited and is in full compliance with industry reporting standards.

      最后,我们为我们的客户从我们的成就中受益而感到自豪. For we define our success as advancing our clients' missions.

    • *注:2021年的研究涵盖811家机构客户,其中包括18家Angeles客户. Angeles does not pay to have its clients participate in the study. Angeles was designated as a Greenwich Quality Leader in Overall U.S. 2017年、2018年、2019年、2020年和2021年调查中中型顾问的投资咨询.

    We believe there is no investment advisor that offers this combination of superior service and investment results better than Angeles.

    • Derrick Cruz - We Control Our Destiny


      • We control our destiny given we are employee owned, ensuring we aren’t subjected to distractions or bureaucracy.
      • 我们的视野是无限的, 因为我们有意发展深度来抵御同事的自然进化.
      • 我们的持久性很强,因为我们有意识地建立冗余和保障.
      • 我们的所有权和运营结构使我们的利益与客户的利益完全一致.
      • Our collaborative structure among colleagues brings out the best ideas.
    • 我们的尺寸很理想

      Our size is intentional - big enough to perform the sophisticated functions required to manage complex global portfolios and gain access to best-of-breed managers, yet small enough to be agile in efficiency, decision-making and execution. 我们不会分心, 也不矛盾, by running a large global organization with hundreds, 甚至成千上万, 的员工.

    • 我们是有责任的

      We believe clients prefer to work with those that design, develop and implement investment decisions for their portfolio, which is why our senior investment professionals serve as the key point of contact for each client relationship. This offers clients transparent and unassailable accountability for the management of their investment program. This is a stark contrast from firms that instead provide relationship managers who are not part of the investment team and are not directly accountable for the investment program.

      We believe this direct and in-person relationship forms the foundation for a long-term successful relationship.

    Angeles Designs Comprehensive Solutions Angeles Designs Comprehensive Solutions
    • 我们设计全面

      • 我们公司的宗旨是提供一整套从前台到后台的办公服务, consistent with a sophisticated institutional investment office.
      • Our investment team performs research, designs custom investment programs, executes investment decisions, 并在客户指导方针和投资政策范围内管理风险. 我们对机会、风险以及如何构建最佳投资方案提出了看法. Specialized considerations such as impact investing, tax-sensitive策略, and philanthropic programs are areas of strength to support clients which we integrate where appropriate.
      • 我们的后台办公室与保管人和审计员等服务提供商进行交互, 谈判合同, 确保遵从性, 执行对账, 生成报告, and supports clients’ audit and tax needs.
    • 我们听

      • Angeles坚信倾听每个客户的重要性, understanding their preferences, 约束, 以及沟通方式, so as to design a unique and optimal investment program.
      • 我们寻求看到我们的客户的观点,作为一个合作伙伴和受托人.
      • Clients have similarities in their investment program, 例如, they all tap into the same global markets. 然而, not all asset classes and strategies are appropriate for every client nor their investment program. Listening and translating opportunities identified in the global market to each client’s investment program is an important strength of ours.
      • Clients also have unique considerations, whether they be: the operating/sponsor entity’s relationship with the assets; investment, risk and liquidity preferences; regulatory influence; and purpose for the investment program. Each of these impacts how to construct an optimal investment program.
    Anna McGibbons and Stephen Smetana - Our Clients Define Our Success Anna McGibbons and Stephen Smetana - Our Clients Define Our Success


    任何综合投资项目的成功都不应该用单一的标准来衡量. Measurement must span all facets of the program, including: performance and how the portfolio is managed; the back office, who ensures the execution of investment decisions is done correctly; and relationship management - the communication, 响应性, and chemistry with the client. 最后, the purest and most powerful report card summarizing such complex relationships is the recognition earned from clients.

    In a 2022 study conducted by Greenwich Associates, Angeles连续第六年被评为yabo亚博网站登录, 这是对国内顶级投资顾问的认可.

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    Angeles was designated as a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, 2021, and 2022 surveys. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. 2022年的研究涵盖了727家机构客户,其中包括14家yabo亚博网站登录首页客户. The results may not be representative of any one client's experience because the results represent an average of all of the experiences of responding clients only.

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