WHAT SETS US APART

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.

• MICHAEL A. ROSEN

  MANAGING PARTNER &
  CHIEF INVESTMENT OFFICER

• THE ANGELES DIFFERENCE

  Angeles is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on our clients and industry. 驱动我们的不是通常的商业指标:收入增长, profit margin, number of clients, employees, or offices. 我们只有两个明确的目标，而且都与我们的客户有关.

  • 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, 将高可信度观点转化为动态投资组合, 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.
  • 我们的第二个目标是提供最高水平的服务. We define this more than merely being responsive to requests (although that’s important too). 为客户提供优质服务也意味着预见他们的需求. This requires not only intimate knowledge of our client’s financial history, condition, and projections, but also deep, 对每个客户的文化和性格有直观的了解, their enterprise, and mission.

  MICHAEL A. ROSEN

  MANAGING PARTNER &
  CHIEF INVESTMENT OFFICER

我们可以自豪地说，我们已经实现了我们的目标.

• For the past five years, 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. 我们的投资敏锐度被评分, 了解客户的需求, 回应他们的要求, 以及许多其他领域的投资知识, 沟通与客户服务. We think these results offer strong proof of the value Angeles brings to its clients.

• We have also succeeded in our goal of achieving superior investment results. 安吉利斯20年来的表现都超过了我们的基准, 经过独立审计的业绩记录，完全符合行业报告标准.
  
  In the end, we are proud that our clients have benefitted from our achievements. 因为我们将我们的成功定义为推进客户的使命.

• * Note: The 2021 study covers 811 institutional clients, including 18 Angeles clients. Angeles的客户参与这项研究不需要付费. Angeles被指定为美国整体格林威治质量领导者.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, and 2021 surveys.

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.

• WE CONTROL OUR DESTINY

  • 由于我们是员工所有，我们掌握着自己的命运, 确保我们不受干扰或官僚主义的影响.
  • Our horizon is infinite, as we intentionally develop depth to withstand the natural evolution of our colleagues.
  • Our durability is strong, as we consciously build redundancies and safeguards.
  • Our ownership and operational structure fully aligns our interests with those of our clients.
  • Our collaborative structure among colleagues brings out the best ideas.

• WE ARE AN IDEAL SIZE

  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, 然而足够小，在效率上灵活, 决策与执行. We are not distracted, nor conflicted, 通过管理一个拥有数百人的大型全球性组织, or even thousands, of employees.

• WE ARE ACCOUNTABLE

  我们相信客户更喜欢与那些设计, 为他们的投资组合制定和实施投资决策, 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.

• WE DESIGN COMPREHENSIVE
  SOLUTIONS

  • Our firm is built to provide a full suite of front-to-back office services, 与老练的机构投资办公室相符.
  • 我们的投资团队进行研究, 设计定制投资方案, 执行投资决策, and manages risk - all within client guidelines and investment policies. We develop views on opportunities, risks, and how to construct optimal investment programs. 专门的考虑，如影响投资, tax-sensitive strategies, 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.
  • Our back office interfaces with service providers such as custodians and auditors, negotiates contracts, ensures compliance, performs reconciliations, generates reports, 并支持客户的审计和税务需求.

• WE LISTEN

  • Angeles believes strongly in the importance of listening to each client, 了解他们的喜好, constraints, and way of communicating, 从而设计出独特的、最优的投资方案.
  • We seek to see our clients' perspectives as both a partner and a fiduciary.
  • 客户的投资计划有相似之处, for example, 他们都进入了同样的全球市场. However, 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.
  • 客户也有独特的考虑, 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. 这些都影响着如何构建最优投资方案.