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提高客户服务其选民和社区的能力, by providing the resources of a comprehensive investment office and the experience and framework necessary for sound 治理.

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yabo亚博网站登录首页投资公司致力于成为管理投资项目的创新领导者, 全球公认我们对客户和行业的积极影响.

我们拥抱强烈的 yabo亚博网站登录首页 for what we do, focused and undistracted in our purpose. We act with unquestionable yabo亚博网站登录，成为客户值得信赖的管家和长期合作伙伴. 我们追求优越结果投资成功为我们的客户实现其使命提供了更广阔的途径.

We invite you to explore our website and discover how our experienced team can help you achieve your unique investment goals.

事实一目了然

$44.9 BILLION IN 资产* $6.5 Billion Discretionary
$38.4 Billion Consulting

$44.9 BILLION IN 资产* $6.5 b可自由支配
$38.4 b咨询
7 INVESTMENT OFFICERS Averaging 25+ 一年s of Investment Experience
20+ 经营年限
独立的 100% Employee Owned
B公司™ 认证
GIPS®* * 兼容的
革命制度党签署

*OCIO资产代表所管理的SEC监管资产. 38美元.4 billion in consulting assets, Angeles does not have discretion over the asset allocation decisions but does charge a fee. **Angeles声称符合全球投资绩效标准(GIPS®). GIPS® is a registered trademark owned by CFA Institute. CFA协会不认可或推广该组织, 也不保证本文所含内容的准确性或质量.

GREENWICH QUALITY LEADER

Angeles Investments被评为2023年美国格林威治质量领导者.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for seven consecutive years.

READ MORE ABOUT GREENWICH
Angeles被指定为美国整体格林威治质量领导者.S. 2017年中型顾问中的投资咨询, 2018, 2019, 2020, 2021, 2022, 2023项研究. Angeles的客户参与这项研究不需要付费. The Coalition Greenwich 51st annual U.S. Institutional Investors Study included responses from 708 individuals from 575 of the largest tax-exempt funds in the United States, including corporate, 公共, union and endowment and foundation funds, 养老金或投资组合资产超过1.5亿美元. Ratings are based on a subset of Angeles clients only; your experience may be different. 该奖项评估以前提供的服务质量, and is not indicative of Angeles’ future performance.

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1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024

One of America's greatest scientists was responsible for the most famous failed experiment in history. Therein lies lessons for investors today. 我们希望您喜欢我们的首席信息官迈克尔·罗森(迈克尔罗森)撰写的最新季度信《yabo亚博网站登录》(luminifer).
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沙滩阅读 05-08-2024

I'm happy to go to the beach year-round, but it's now really becoming beach weather, 所以我为你下次去海滩旅行推荐了五本新书.非小说类
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MONEY LIFE WITH CHUCK JAFFE 12-11-2023

As 2023 comes to a close, 迈克尔罗森, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his expectations for the economy and what investors should look out for in 2024.
听播客
给“狐狸”一个声音——与迈克尔·罗森yabo亚博网站登录首页2023年第二季度评论的讨论 07-27-2023

In this discussion, Angeles CIO 迈克尔罗森 & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". 谈话涉及到做狐狸的好处，经济衰退的风险，通货膨胀 & 货币政策.
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以畅销书作家摩根·豪斯为特色的系列演讲 05-10-2024

We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.
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2023 SUSTAINABILITY REPORT 04-05-2024

Angeles Investments认为，透明度是问责制的关键. 考虑到这一点，我们很自豪地分享2023年 yabo亚博网站登录首页可持续发展报告. This annual report highlights our sustainability initiatives and progress made during 2023.
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向ocio过渡:加强基金会的使命一致性 04-02-2024

A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundations transition to a fully discretionary, OCIO.
读的洞察力
MAY 2024 GLOBAL MARKET INDEX 表演 06-03-2024

Global equity and bond returns were positive in May. 的年代&500元退回5.0%, the MSCI ACWI increased 4.1%, and developed non-U.S. equities (MSCI EAFE) rose 3.9%. 在美国.S.成长型股票的表现明显优于价值型和小盘股...
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A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES 06-10-2024

代代相传的家族财富需要周密的规划, particularly when implementing optimal tax 策略. In a piece written by our managing director Rick Nott, he explores three crucial, 不为人知的, 策略.
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新兴市场股市最近一轮的疲软可能不会持续下去 06-05-2024

"EM markets as a whole have been less profitable. They have lower valuations, but that's because they should have lower valuations," Rosen said. He also notes the consistent outperformance & reliability of the U.S. compared to international markets.
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离婚顾问列举了离婚诉讼中最容易被忽视的财务问题 06-05-2024

"It's not just about investing, but they need to also provide emotional support and empathy to their clients during this difficult time in addition to offering practical financial advice,我们的合伙人、纽约办事处负责人哈里·格兰德(Harry Grand)说.
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WILL WE SEE A GLOBAL TAX ON BILLIONAIRES? 06-05-2024

我们的总经理里克·诺特向苏珊·利普指出.S. Treasury Secretary Janet Yellen's opposition to a global wealth tax on billionaires aligns with America's values of capitalism and entrepreneurship.
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