Angeles As A Leading OCIO For 机构
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.
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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.
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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.
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创新的方法
We take an innovative approach to asset allocation to achieve our clients' long-term goals.
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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.
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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.
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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.
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良好的业绩记录
Angeles is a 的溢价,® compliance firm. 自《yabo亚博网站登录首页》, 84%的滚动季度, annualized 5-year returns show net positive excess returns against benchmark returns (March 2002- March 2024).
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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.
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Diverse, Collaborative Organization
我们利用多样化, collaborative organization which facilitates agile actions, efficiency in decision-making and execution.
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High Conviction, Dynamic Portfolios
We translate high-conviction views into dynamic portfolios.
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诚信经营
B Corp™认证
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Actively questioning assumptions
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Taking an innovative investment approach that is required to achieve our clients' goals.
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Translating high-conviction views into dynamic portfolios.
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Building a diverse, collaborative organization that facilitates agile actions.
真相一览 截至2024年3月31日
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39%
of our clients have been with us for over 10 years*
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100%
Employee-owned firm founded in 2001.
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$6.4B
在OCIO关系中**
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$32.3B
in consulting relationships***
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的溢价,®
自2002年起生效****
*Includes time spent at Asset Strategy Consulting. **OCIO assets represent SEC regulatory assets under management. *** 32美元.3 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.
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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 Angeles Wealth Management