专业领域

Angeles believes that being a preferred investment partner means you possess the skill and expertise to access global markets and manage portfolios for a wide array of client types with unique needs.

非营利组织
企业退休金计划
└ Defined Benefit / Contribution Plans
Corporate Insurance Funds
永久财富基金

服务 & 解决方案

Angeles has built a flexible platform by which custom client needs can be met. We offer total portfolio management, as well as focused solutions that can bring targeted exposure to an overall portfolio.

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自2011年以来, clients of Angeles Wealth have appreciated having a trusted relationship, a skilled partner to oversee and manage their investment program, and an ally with a deep understanding of 慈善事业.

服务 & 解决方案

Angeles provides a private client investment experience powered by our institutional process.

Asset Allocation, then Manager Selection
全球的，而不是本地的
Open Architecture Equals an Open Mind

慈善事业

For many families of wealth, a commitment to 慈善事业 is a core part of their legacy. Wealth is more than just about passing financial assets to future generations, it’s also about passing important values from generation to generation through giving back to society and community.

是什么让我们与众不同

Being a leader means having independent thought, 真正的技能, 行动的意愿, and not following the herd.

We continuously strive to identify new investment ideas and are not afraid to be early adopters of emerging investment themes and opportunities, based on our rigorous and disciplined research.

项目组合管理

Angeles has developed a proprietary portfolio management framework, refined over years of experience. This framework grounds our work with a sound disciplined process, yet provides latitude to reflect Angeles's best ideas given market conditions.

设计自定义策略
Identify High-Alpha Managers
构造投资组合
动态管理风险

任务相关 投资

Angeles is a thought leader in mission-aligned investing. We have been helping our clients incorporate their mission-related goals into their investment portfolios for over 20 years.