yabo亚博网站登录首页我们

Angeles As A Leading OCIO For 机构

我们的使命宣言

Enhancing our clients' ability to serve their constituents and communities by providing the resources of a comprehensive investment office and the experience and framework necessary for sound governance.

  • 独立的

    Angeles is an independent, employee-owned firm affording the ability to set our own destiny and fulfill our obligations to clients as their co-fiduciary.

  • 独立的

  • 深思熟虑的大小

    我们的规模是刻意的. We are big enough to identify the great investment ideas, but not so big that we can't invest for our clients in ways which have meaningful impact to returns.

  • 创新的方法

  • 创新的方法

    We take an innovative approach to asset allocation to achieve our clients' long-term goals.

  • 创新的方法

  • 首席信息官的心态

    We bring a CIO mindset and partnership mentality which extends beyond simply managing assets and provides depth, 上下文, resource and perspective to our clients as they weigh consequential decisions and navigate challenging issues.

  • 很容易地 and Fully Resourced Investment Office

    很容易地 & Fully Resourced Investment Office

    Support from seasoned professionals, 包括首席信息官, 研究, 操作, 和报告, each with 20+ years of industry and non-profit experience.

  • 治理 and 深刻的体验

    治理 & 深刻的体验

    Development and ongoing review of IPS, 关键政策, and structures to ensure thoughtful and thorough governance.

  • 良好的业绩记录

    良好的业绩记录 

    Angeles is a 的溢价,® compliance firm. 自《yabo亚博网站登录》, 84%的滚动季度, annualized 5-year returns show net positive excess returns against benchmark returns (March 2002- March 2024).

  • Dynamic Investment Strategy and 进入私人市场

    Dynamic Investment Strategy & 进入私人市场

    Focused on long-term results while managing short and medium-term risks. Suite of private markets strategies enabling diversified access to important portfolio return drivers.

  • Diverse, Collaborative Organization

    我们利用多样化, collaborative organization which facilitates agile actions, efficiency in decision-making and execution.

  • Diverse, Collaborative Organization

  • High Conviction, Dynamic Portfolios

    We translate high-conviction views into dynamic portfolios.

  • 诚信经营

  • 诚信经营

    B Corp™认证

  • 诚信经营
yabo亚博网站登录首页的不同:
 
  • Paper with charts, data and magnifying glass

    Actively questioning assumptions

  • 纸夹

    Taking an innovative investment approach that is required to achieve our clients' goals.

  • Gameplan illustration with chess pieces

    Translating high-conviction views into dynamic portfolios.

  • 两个人在握手

    Building a diverse, collaborative organization that facilitates agile actions.

真相一览 截至2024年3月31日

  • 47%

    of our clients have been with us for over 10 years*

  • 100%

    Employee-owned firm founded in 2001.

  • $6.5B

    在OCIO关系中**

  • $38.4B

    in consulting relationships***

  • 的溢价,®

    自2002年起生效****

*Includes time spent at Asset Strategy Consulting. **OCIO assets represent SEC regulatory assets under management. *** 38美元.4 billion in advisory assets, Angeles does not have discretion over the asset allocation decisions but does charge a fee. ****Angeles claims compliance with the Global Investment 表演 Standards (的溢价,®). 的溢价,® 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.

We believe these sustainable competitive advantages accrue to the benefit of our clients and their mission.

  • 霍华德·珀洛

    联合创始人 & CEO of Angeles Investments

  • 迈克尔罗森

    联合创始人 & CIO of Angeles Investments

  • 乔恩•福斯特

    创始人 & President of yabo亚博网站登录首页财富管理
我们的历史

Full Service Investment Office for Over 20 Years

2001

Angeles was founded in 2001 to enhance our clients' ability to serve their constituents and communities by providing the resources of a comprehensive investment office and the experience and framework necessary for sound governance. Angeles began offering OCIO services in 2002.

2011

yabo亚博网站登录首页财富管理, LLC (Angeles Wealth) was founded in 2011 to provide institutional quality investment management services to high net worth individuals and families.

2016

Angeles launched our co-mingled private investment vehicles to serve as building blocks and provide better access and efficiency to all clients regardless of size.

2023

Angeles announced the formation of the Angeles Private Investment Company (APIC) division, increasing our focus on private assets within client portfolios and an opportunity to formalize structure around the key individuals and resources dedicated to sourcing, 交付, and monitoring private market assets for our clients.

We strive to 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 经理查询表格.
© 2024 Angeles Investment Advisors, LLC & yabo亚博网站登录首页财富管理 LLC