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

    $44.3 BILLION IN ASSETS $6.3 Billion Discretionary
    $38 Billion Consulting

    $44.3 BILLION IN ASSETS $6.3B Discretionary
    $38B Consulting

  • 6 Investment Officers Averaging 26+ Years of Experience

    6 INVESTMENT OFFICERS Averaging 26+ 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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    3RD QUARTER 2021 - ETERNITY IN AN HOUR 10-05-2021

    One day, after school, Pablo strolled along La Rambla, the wide, tree-lined pedestrian street that runs from the harbor to the Placa de Catalunya, Barcelona's central plaza. He wandered into a used bookstore, and in the back of the store, buried...

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    BEACH READING 07-29-2021

    A few more outstanding books for your summer reading...

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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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    FEE ANALYSIS MAPPING FOR A BETTER FUTURE 09-27-2021

    High fees can eat away at an investors total return, disadvantaging retirement plan participants and creating potential legal risk for plan sponsors. Read our latest case study to learn how Angeles works with retirement plans.

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    ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021

    Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important missions and values of our clients. This policy articulates some of the specifics of how Angeles...

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    A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021

    Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO.

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    SEPTEMBER 2021 GLOBAL MARKET INDEX PERFORMANCE 10-01-2021

    Global equities posted negative returns in September, with the MSCI ACWI IMI down -4.0%, the S&P 500 down -4.7%, and non-US developed equity markets down -2.9% in dollar terms. Value stocks outperformed growth stocks for the month, and small cap...

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    SOLAR & WATER SHORTAGES MAY DEFINE FUTURE BUT DOESN'T MAKE THEM GOOD INVESTMENTS 09-22-2021

    Its great to identify sectors with great demand, and the structural demand for those two sectors seems right for a long period of time, said Michael Rosen, CIO at Angeles in Santa Monica, Calif. But thats just one element. The other is supply."

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    ANGELES INVESTMENTS ADVISORS APPOINTS SAPNA SHAH AS MANAGING DIRECTOR 09-21-2021

    Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio oversight, corporate responsibility, diversity and inclusion, and sustainable social impact.

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    HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN 09-11-2021

    For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. That began to change as she was sitting in her high school French class in Greenwich, Connecticut, and a friend came in and said a plane had just flown into the World Trade Center.

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    ANGELES INVESTMENTS ADVISORS APPOINTS SAPNA SHAH AS MANAGING DIRECTOR 09-21-2021

    Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio oversight, corporate responsibility, diversity and inclusion, and sustainable social impact.

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  • SEC/ADV | FORM CRS
  • © 2021 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2021
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC