Latest Commentary: 4th Quarter 2021 - Optics - 01/12/2022
Latest Blog: Rick - 12/16/2021
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 offers 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

    $44.2 BILLION IN ASSETS $7.5 Billion Discretionary
    $36.5 Billion Consulting

    $44.2 BILLION IN ASSETS $7.5B Discretionary
    $36.5B Consulting

  • 6 Investment Officers Averaging 26+ Years of Experience

    6 INVESTMENT OFFICERS Averaging 27+ 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

GREENWICH QUALITY LEADER

Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for four consecutive years.

  • 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, and 2020 surveys. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. The 2020 study covers 856 institutional clients, including 15 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 2021 - OPTICS 01-12-2022

    Euclid wrote Elements 2,300 years ago. It consists of thirteen volumes of mathematical proofs, essentially inventing the field of geometry. It is the foremost work of deductive reasoning, the use of logic to establish hypotheses or proofs.

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    RICK 12-16-2021

    To fail or to suffice? It doesn't quite have the cadence of Shakespeare, admittedly. It is not the existential question that grips (and eventually destroys) ...

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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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    SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 01-18-2022

    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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    ANGELES 2021 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 11-08-2021

    In the twenty years since we founded Angeles Investments with Leslie Kautz, it has been abundantlyrnclear that the quality of our team is not only one of our strongest competitive advantages, but also key to cultivating the type of organizational...

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    BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 11-01-2021

    While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our partnerships often extend beyond the boundaries of portfolio management.

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    DECEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 01-03-2022

    Global equities posted positive returns in December, with the MSCI ACWI IMI up 4.0%, the S&P 500 up 4.5%, and non-US developed equity markets up 5.1% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...

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    NETFLIX PLUNGE DEEPENS NASDAQ'S CORRECTION 01-21-2022

    "Monetary policy is no longer skewed in one direction: to ease. It's just the opposite," said Michael Rosen, managing partner at Angeles Investments. "We're facing an enormous change of monetary policy we havent seen in a very long time."

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    ADVISORS SHARE TOP INVESTMENT RECOMMENDATIONS FOR 2022 01-19-2022

    "There is no case for investors to own high-quality bonds," our CIO Michael Rosen tells Steve Garmhausen in his latest "The Big Q" column for Barron's.

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    ANGELES APPOINTS TWO NEW PARTNERS AND ESTABLISHES NEW HEAD OF PRIVATE MARKETS 01-12-2022

    Angeles Investment Advisors, LLC, , a global multi-asset investment management firm, announced today the admission of two new partners and the establishment of a new position, Head of Private Markets.

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    BEST ADVISOR INTERVIEWS: 10 ANSWERS TO GET YOU THINKING 12-29-2021

    The financial advice industry is booming and everyone in it seems really sanguine. What if anything should the industry be worried about? I think fee compression is coming and I think its coming in a big way.

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  • © 2022 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC