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

    $35.9 BILLION IN ASSETS $5.9 Billion Discretionary
    $30 Billion Consulting

    $35.9 BILLION IN ASSETS $5.9B Discretionary
    $30B Consulting

  • GIPS Compliant

    GIPS® Compliant

  • 18 years in business

    19 Years in Business

  • Greenwich Quality Leader

    GREENWICH Quality Leader

  • PRI Signatory

    PRI Signatory

  • Employee Owned

    INDEPENDENT 100% Employee Owned

OUR CLIENTS COME FIRST

Our senior investment professionals serve as the key point of contact for each client relationship. This offers clients clear and unassailable accountability for the management of their investment program. We believe this direct and in-person connection forms the foundation for a long-term successful partnership.

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ARTICLES & INSIGHTS

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    4TH QUARTER 2020 - NA TRIOBLOIDI 01-11-2021

    Betty Smyth was born in Belfast in the midst of World War Two, to a Protestant father, a butcher, and a Catholic mother, a part-time waitress. She left school at 5 and married Ralph Williams at the age of 18. August 10, 1976 was a hot summer day...

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    STOP THE GAME! 01-31-2021

    Jesse Livermore was a legendary stock trader of the early 20th century. Mere rumors of his involvement in a stock could send its share price soaring.Back then, ...

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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.

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    PENSIONS SEE OPPORTUNITIES IN DISTRESSED DEBT AS BUSINESSES STRUGGLE 09-10-2020

    "That doesn't mean it's a bad idea. But it probably means that it's not as attractive as many people think it may be." Rosen cautions that there is no way of knowing if the distressed opportunity set is as large or as attractive as some have...

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    A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021

    The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in the case of a pension fund), current operational expenses (in the case of an endowment) or...

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    RESILIA - PHILANTHROPY REPORT 2021 02-11-2021

    While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new at all.

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    TIDE TEN | NEXT GEN FEATURING CHAUNICE PEEBLES OF ANGELES INVESTMENTS 08-18-2020

    The Investment Diversity Exchange (TIDE) connects and engages movers and shakers to promote diversity and inclusion within the investment industry.

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    JANUARY 2021 GLOBAL MARKET INDEX PERFORMANCE 02-01-2021

    Global equities gave up their gains for the month as January came to a close, with the MSCI ACWI IMI down -0.2%, the S&P 500 down -1.0%, non-US developed equity markets down -1.1% in dollar terms, and emerging markets up 3.1%. Growth stocks...

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    A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE 01-27-2021

    "In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles Investment Advisors, an investment consultant.

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    RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS 01-20-2021

    Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to get a lot of attention, says Michael Rosen, principal and CIO at Angeles Investment Advisors

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    ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS 01-13-2021

    Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation that absorbed heavy damage, says Michael Rosen, principal and CIO at Angeles Investment Advisors.

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    ANGELES INVESTMENT ADVISORS RECEIVES 2019 GREENWICH QUALITY LEADER AWARD 04-28-2020

    Angeles Investment Advisors is pleased to announce that it was named a 2019 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates.rn

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  • TERMS | PRIVACY
  • COPYRIGHT © 2021
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC