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

    $41.8 BILLION IN ASSETS $7 Billion Discretionary
    $34.8 Billion Consulting

    $41.8 BILLION IN ASSETS $7B Discretionary
    $34.8B 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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    2ND QUARTER 2021 - ALL IN THE STARS 07-07-2021

    Concrete has been used as a building material since the Roman Empire 2,000 years ago. It has high compressive strength (it doesn't crack under heavy loads) but low tensile strength (it breaks easily when pulled), and its use waned in the...

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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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    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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    INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 04-21-2021

    Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the investment program. Angeles takes a holistic approach to responsible investing and creates custom...

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    ANGELES 2021 LONG TERM CAPITAL MARKET ASSUMPTIONS 04-02-2021

    This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2021. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).

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    JUNE 2021 GLOBAL MARKET INDEX PERFORMANCE 07-01-2021

    Global equities posted positive returns in June, with the MSCI ACWI IMI up 1.2% and the S&P 500 up 2.3%, while non-US developed equity markets fell -1.1% in dollar terms. Growth stocks outperformed value stocks for the month, and large cap stocks...

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    EQUITIES REMAIN THE PLACE TO BE FOR LONG-TERM GROWTH: ANGELES WEALTH MANAGEMENT 07-06-2021

    Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by investors, and the role equities can play in a long-term growth portfolio.

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    4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR 06-24-2021

    "There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and retirement goals," says Harry Grand of Angeles Wealth Management.

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    ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY 06-11-2021

    Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business model, and, as a result, our rapid growth and the appeal of our wealth advisory practice.

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    FOURTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-27-2021

    For the fourth time, 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.

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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