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.
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.READ MORE
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.READ MORE
AT A GLANCE FACTS
$37.9 BILLION IN ASSETS* $6 Billion Discretionary
$31.9 Billion Consulting
$37.9 BILLION IN ASSETS* $6B Discretionary
7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience
20+ Years in Business
INDEPENDENT 100% Employee Owned
*OCIO assets represent SEC regulatory assets under management. For the $36.1 billion in consulting 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.
GREENWICH QUALITY LEADER
Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for five consecutive years.
Angeles was designated as a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, and 2021 surveys. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. The 2021 study covers 811 institutional clients, including 18 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.
3RD QUARTER 2022 - SKYWAVE 10-07-2022
On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died of his injuries. It was a sudden, but not surprising, end to a strange, but remarkable, life.READ MORE
"EVERYTHING HUMAN IS PATHETIC" 11-18-2022
This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, obtuse, ...READ MORE
WHAT A START! 06-14-2022
Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"VIEW VIDEO/PDF
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
YEAR END NEWSLETTER 2022 11-21-2022
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022.READ MORE
FAT BEAR TIME WEBINAR 11-01-2022
Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment environment.VIEW VIDEO/PDF
BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 09-19-2022
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.READ MORE
NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 12-01-2022
For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6%, while the MSCI ACWI advanced 7.6% return as dollar weakness bolstered non-U.S. equity market performance. In the U.S., value stocks continued...READ MORE
TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the philanthropic space for charitable families and foundations.READ MORE
WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022
For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising.READ MORE
ANGELES: ESG IS HERE TO STAY 10-17-2022
Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth Solutions Report, Sapna shared her thoughts the ESG movement and what comes next.READ MORE
'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT 10-05-2022
Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth families build charitable legacies and maintain and pass on generational wealth.READ MORE