



Enhancing our clients' ability to serve their constituents and communities, by providing the resources of a comprehensive investment office and the experience and framework necessary for sound governance.
WELCOME TO ANGELES
Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on our clients and 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
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
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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ANGELES IS A B CORP
We use business as a force for good™. We're proud to be recognized for putting people and planet right up there with profit.
READ MORE ABOUT B CORPS*The rating was given by B Lab™ Global on January 29, 2023, and will cover the time period from January 2023 to January 2026 at which time Angeles will be recertified. Angeles pays an annual fee to maintain this membership. ** Angeles Wealth was not examined in the certification process.
AT A GLANCE FACTS
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$37.8 BILLION IN ASSETS* $6.2 Billion Discretionary
$31.6 Billion Consulting$37.8 BILLION IN ASSETS* $6.2B Discretionary
$31.6B Consulting -
7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience
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20+ Years in Business
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INDEPENDENT 100% Employee Owned
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B Corp™ Certified
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GIPS®** Compliant
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PRI Signatory
*OCIO assets represent SEC regulatory assets under management. For the $31.6 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.
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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4TH QUARTER 2022 - KAPITALISMUS 01-05-2023
Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in Sicily and elsewhere, but revolutionary fervor arose most dramatically in France. On 22 February...
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FIRESIDE READING 03-30-2023
Six fiction and seven nonfiction books to recommend. Happy reading!Fiction
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WHAT A START! 06-14-2022
Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"
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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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ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023
This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
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WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023
As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief Investment Officer, Michael Rosen for a discussion on the markets & the economy
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SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 02-09-2023
Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out DEI-focused managers, Angeles believes it is important to also encourage our high conviction managers...
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FEBRUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 03-01-2023
Following a very strong start to the year in January, global equities gave up gains in February. The S&P 500 returned -2.4%, while the MSCI ACWI decreased -2.8%. Non-U.S. equities modestly outperformed U.S. equities for the month, with the MSCI...
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ESG AND TAX BENEFITS ARENT JUST FOR THE RICH ANYMORE 03-20-2023
A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This bespoke approach offers many benefits, including tax-loss harvesting and the ability to tailor a...
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STRETCHING YOUR DOLLAR: HOW TO PROTECT YOUR WEALTH BY SETTING UP A TRUST 03-16-2023
Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts.
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INFLATION CONTINUES TO WEIGH ON INSTITUTIONAL INVESTORS - ANGELES CIO 02-24-2023
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic activity, said Michael A. Rosen, co-founder, managing partner and CIO of Angeles Investments.
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NO PIVOT IS IMMINENT SAYS THE FED 02-23-2023
The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michaels full interview with Nicole Petallides to hear his thoughts on the current market environment and the months ahead.
WATCH VIDEO