我们的愿景

To be the most respected and admired investment manager, globally recognized for our positive impact on clients and industry.

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  全面的投资解决方案

  • 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, 财务及运作实力, 以及承担风险的能力. This is what drives us to offer solutions tailored to meet their unique needs.
  • 我们的客户关系建立在健全的治理和审慎的受托实践的基础上. 只有这样，一个成功的投资计划才能带来持续强劲的投资业绩.
  • 没有哪个单一的投资经理能够为一个全球投资组合带来引人注目的经风险调整后的回报. 我们的开放架构、结构和作为一个深思熟虑、耐心的投资者的声誉，使我们能够接触到最好的经理人, including ones that may have been closed or had limited capacity. We expect to continue this level of access in the future.
  • Angeles nurtures a culture of respect, 威尼斯人盘口注册, 和多样性, while fostering professional growth and learning. 这个有吸引力的环境有助于我们团队的稳定和合作.
  • We are proud of our clients’ success, which drives us to be better and work harder for them and ourselves.

• 事实一目了然

  截至2021年9月30日

  • 监督大约7美元.50亿美元的OCIO关系，以及超过360亿美元的咨询关系.*
  • 我们有82个客户，其中超过41%的客户与我们合作超过10年.**
  • 我们的投资经理平均有27年的投资经验，在威尼斯人会员注册有超过12年的经验.
  • 自2002年以来，GIPS®合规公司.***
  • Independent, 100% employee-owned firm founded in 2001.
  • SEC-registered投资顾问.

  *OCIO assets represent SEC regulatory and GIPS® assets under management
  **Includes time spent at Asset Strategy Consulting
  ***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.

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  机构

  在整个机构领域，我们与各种各样的投资者合作，构建定制的投资解决方案. 基金会, 捐赠基金, 和其他非营利机构代表了我们的客户关系的大部分, 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

  我们为精选的私人财富投资者和家族理财室提供机构级的解决方案. 我们的团队与客户密切合作，了解每个投资者的独特考虑(从短期流动性需求到长期投资目标), 代计划, 家庭动态和税收考虑)，我们建立复杂和定制的综合投资计划.

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

We have always preferred a close partnership with our clients, 将自己视为他们组织的延伸，充当他们的投资办公室. 事实上, 我们模仿一个大型非营利组织的运作模式来建立我们的组织结构, 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, 在不断变化的全球格局中，我们努力提供复杂的投资解决方案. 当病人, long-term investors with a selective client base, 我们专注于真正独特的投资机会，并构建我们相信会带来成功结果的投资组合.