Passion. Integrity. Results.

An Outsourced Investment Office for:
Institutions Private Wealth

An outsourced investment office enhancing our clients' ability to serve their constituents, communities, & families by providing the resources of a comprehensive investment office and the experience and framework necessary for sound governance.

Our Firm 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.
Read more about: Institutional Private Wealth

Our People 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.
Get to know our team

Our Promise 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.

Our Details At a Glance

$40.4B
in Assets* $6.4 Billion Discretionary
$32.3 Billion Advisory
$1.7 Billion Private Wealth
25+ Years Investment Officers Average Industry Experience
20+ Years in Business
Independent 100% Employee Owned
B Corp™ Certified
GIPS®** Compliant
PRI Signatory

*OCIO assets represent SEC regulatory assets under management. For the $32.3 billion in advisory 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.

- 2017 2018 2019
- 2023
- 2020 2021 2022
- Greenwich Quality Leader
  
  Angeles Investments has been named a 2023 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for seven consecutive years.
  Read more about Greenwich
  Angeles was designated as a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, 2021, 2022, and 2023 studies. Angeles does not pay to have its clients participate in the study. Ratings are based on a subset of Angeles clients only; your experience may be different. This award evaluates the quality of services previously provided, and is not indicative of Angeles' future performance.
- Angeles is a Certified 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 Angeles' certification
  *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.