PASSION. INTEGRITY. RESULTS.

Strategic leadership in crafting investment programs that advance our clients' mission, values and objectives.

WELCOME TO ANGELES

Angeles Investments is driven to be the most admired investment firm for our positive impact on our clients and in our industry.

We embrace intense passion for what we do, focused and undistracted in our purpose. We act with unquestionable integrity, serving as a trusted steward and long-term partner with our clients. We seek superior results, as investment success provides expanded ways for our clients to achieve their mission.

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

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  • Who We Are

    WHO WE ARE

    Founded in 2001, Angeles is a multi-asset investment firm, building customized portfolios for institutional and private wealth investors. Working as a seamless extension of our clients, our investment office strives to offer world class proprietary research and portfolio implementation, along with comprehensive back office support.

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  • The Angeles Difference

    THE ANGELES DIFFERENCE

    We aspire to be the most respected and admired investment manager, globally recognized for our positive impact on our clients and industry. Our clients come first in how we think and the actions we take. Their mission and passion inspire us to develop custom investment programs to meet unique investment needs. As a result, we have thoughtfully and intentionally built an investment organization which we believe is second to none.

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AT A GLANCE FACTS

  • OCIO assets

    $47.8 BILLION IN ASSETS* $8.7 Billion Discretionary
    $39.1 Billion Consulting

    $47.8 BILLION IN ASSETS* $8.7B Discretionary
    $39.1B Consulting

  • 6 Investment Officers Averaging 26+ Years of Experience

    8 INVESTMENT OFFICERS Averaging 24+ Years of Investment Experience

  • 18 years in business

    20 Years in Business

  • GIPS Compliant

    GIPS®** Compliant

  • PRI Signatory

    PRI Signatory

  • Employee Owned

    INDEPENDENT 100% Employee Owned

*OCIO assets represent SEC regulatory assets under management. For the $38 billion in consulting assets, Angeles does not have discretion over the asset allocation decisions but does charge a fee.
**Angeles claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® 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.

GREENWICH QUALITY LEADER

Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for five consecutive years.

  • Greenwich Quality Award 2021 Greenwich Quality Award 2021
  • Greenwich Quality Award 2020 Greenwich Quality Award 2020
  • Greenwich Quality Award 2019 Greenwich Quality Award 2019
  • Greenwich Quality Award 2018 Greenwich Quality Award 2018
  • Greenwich Quality Award 2017 Greenwich Quality Award 2017
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Angeles was designated as a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, and 2021 surveys. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. The 2021 study covers 811 institutional clients, including 18 Angeles clients. The results are not indicative of future performance and may not be representative of any one client's experience because the results represent an average of all of the experiences of responding clients only.

ARTICLES & INSIGHTS

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    1ST QUARTER 2022 - SHATTERING 04-11-2022

    So much of our world seems to be shattering around us. This letter, Shattering, looks at another period where old orders were collapsing through the life of an extraordinary woman who shattered stereotypes.

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    YELLOW FLAG 05-10-2022

    When cars crash in an auto race, the yellow flag comes out. This requires drivers to slow down and stay in their positions, allowing time for the crews to move ...

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    STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 07-08-2021

    What lies ahead for stocks, bonds, and other asset classes? Our Chief Investment Officer, Michael Rosen, joins Bloomberg Radio to share his outlook on the market, the economy, and other issues impacting investors during the second half of the year.

    LISTEN TO PODCAST
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    MICHAEL ROSEN NASDAQ #TRADETALKS WHEN DO YOU TAKE PROFITS 02-18-2021

    When Do You Take Profits? Our Chief Investment Officer, Michael Rosen, joins Global Markets Reporter, Jill Malandrino, on Nasdaq #TradeTalks to discuss.

    WATCH VIDEO
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    WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022

    The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and discuss the prospects for inflation, the economy and investments. Oh, and there's a European land war g

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    ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT (12-31-21) 02-22-2022

    In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantly clear that the quality of our team is not only one of our strongest competitive advantages, but also key to cultivating... Updated 12-31-21

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    ANGELES 2022 LONG TERM CAPITAL MARKET ASSUMPTIONS 02-18-2022

    This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).

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    APRIL 2022 GLOBAL MARKET INDEX PERFORMANCE 05-02-2022

    Global equities posted negative returns in April with the MSCI ACWI IMI down -7.9%, the S&P 500 down -8.7%, and non-US developed equity markets down -6.5% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...

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    BOUTIQUE OCIOS CARVE OUT NICHE IN CROWDED MARKET 05-19-2022

    The OCIO market "bifurcates" between those investors content to have a "low-cost, middle-of-the-road" portfolio that looks very similar to most others and performs about the same, and those that want something more differentiated, said Michael Rosen.

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    ADVISORS SAY FED IS BEHIND CURVE. CATCHING UP COULD BE A 'ROCKY ROAD.' 05-12-2022

    With the Fed planning to sharply hike interest rate hikes, Angeles Investments Managing Director, Harry Grand, was asked by Barron's to weigh in on the Fed's strategy.

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    HIGH INFLATION, DECLINING STOCKS AND BONDS CAUSE TROUBLE FOR WORKER PENSIONS 05-11-2022

    Michael Rosen, managing partner and chief investment officer at Angeles Investments, joins CBS News to discuss the impact inflation coupled with the falling stock and bonds markets have had on Americans' pensions and retirement funds.

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    INVESTMENTNEWS HOSTS FIFTH ANNUAL DIVERSITY, EQUITY & INCLUSION AWARDS 05-11-2022

    InvestmentNews hosted its fifth annual Excellence in Diversity, Equity & Inclusion Awards Wednesday to celebrate individuals and firms that are helping to make financial advice a more diverse profession.

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  • SEC/ADV | FORM CRS
  • © 2022 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2022
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC