• 是什么让我们与众不同

    yabo亚博网站登录首页的翅膀

    我们通过提供综合投资办公室的资源以及良好治理所需的经验和框架,有目的地增强客户为其选民和社区服务的能力.

    • 米歇尔·罗森的故事

      迈克尔一个. 罗森

      管理合伙人 &
      首席投资官

    • 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.

      • 第一个目标是使每个客户都能通过卓越的投资成果来推进和完成其使命. 为此,我们采用创新的投资方法,以实现客户的投资目标, translating high-conviction views into dynamic portfolios, 并利用一个多样化和协作的组织来促进代表我们客户的敏捷行动.
      • 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.
      米歇尔·罗森的故事

      迈克尔一个. 罗森

      管理合伙人 &
      首席投资官

    Angeles is organized to achieve these dual goals.

    • Our Investment Officers are experienced investment professionals. 他们像内部首席投资官一样为每个客户服务:非常熟悉客户的需求, 指导受托人建立适合客户的投资目标和参数, 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.

    • yabo亚博网站登录首页投资管理是我们的研究和投资部门,负责在每个客户的投资组合中实施我们最好的投资理念, principally through our series of proprietary commingled funds. 这些基金, organized by asset class and strategy, 反映了Angeles高度选择性的经理研究过程(只有不到1%的战略审查是由Angeles资助的). 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, 在Greenwich Associates对全美1100多家机构投资者的调查中,Angeles在投资咨询公司*中获得了最高的总分之一. 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, 经过独立审计的业绩记录,完全符合行业报告标准.

      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.

    我们相信,没有任何一家投资顾问能比安杰拉斯更好地提供优质的服务和投资结果.

    • Derrick Cruz - We Control Our Destiny

      我们掌握自己的命运

      • 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.
      • 我们的同事之间的协作结构带来了最好的想法.
    • 我们的尺寸很理想

      我们的规模是有意为之——大到足以执行管理复杂的全球投资组合所需的复杂职能,并能接触到最优秀的经理人, 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, 这就是为什么我们的资深投资专家是每个客户关系的关键yabo亚博网站登录人. 这为客户提供了透明和无懈可击的责任管理他们的投资计划. 这与那些提供关系经理的公司形成了鲜明的对比,这些经理不是投资团队的一员,也不直接对投资项目负责.

      我们相信这种直接和面对面的关系是长期成功关系的基础.

    Angeles Designs Comprehensive Solutions Angeles Designs Comprehensive Solutions
    • 我们设计全面
      解决方案

      • 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, 慈善项目是我们支持客户的优势领域,我们会在适当的时候整合这些项目.
      • 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, 并非所有的资产类别和策略都适合每个客户或他们的投资计划. 倾听并将全球市场中发现的机会转化为每个客户的投资计划是我们的重要优势.
      • 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

    OUR 客户端S 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, 总结这种复杂关系的最纯粹、最有力的成绩单是获得客户的认可.

    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.

    • yabo亚博网站登录首页的翅膀
    • yabo亚博网站登录首页的翅膀
    • yabo亚博网站登录首页的翅膀
    • yabo亚博网站登录首页的翅膀
    • yabo亚博网站登录首页的翅膀
    • yabo亚博网站登录首页的翅膀

    Angeles was designated as a Greenwich Quality Leader in Overall U.S. 2017年、2018年、2019年、2020年、2021年和2022年调查中中型顾问的投资咨询. 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. 结果可能不代表任何一个客户的体验,因为结果仅代表响应客户的所有体验的平均值.

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