Latest Quarterly Commentary: 2nd Quarter 2023 - Foxy - 07/06/2023 • Latest Blog Post: Beach Reading - 09/18/2023
Latest Commentary: 2nd Quarter 2023 - Foxy - 07/06/2023 •
Latest Blog: Beach Reading - 09/18/2023
Angeles Wing Angeles Wing Angeles Wing Angeles Wing
PASSION. INTEGRITY. RESULTS.

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

Angeles Is Proud to Be a Certified B Corporation™ arrow 
Angeles Wins Greenwich Quality Leader Award for 6th Consecutive Year arrow

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 ANGELES
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  • Anna and Howard

    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 ABOUT WHO WE ARE
  • Michael and Howard

    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 ABOUT THE ANGELES DIFFERENCe
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  • B Corp TM

  • ANGELES IS A 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 B CORPS

    *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.

AT A GLANCE FACTS

  • OCIO assets

    $41.2 BILLION IN ASSETS* $6.4 Billion Discretionary
    $34.8 Billion Consulting

    $41.2 BILLION IN ASSETS* $6.4B Discretionary
    $34.8B Consulting

  • 6 Investment Officers Averaging 26+ Years of Experience

    7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience

  • 18 years in business

    20+ Years in Business

  • Employee Owned

    INDEPENDENT 100% Employee Owned

  • B Corp TM Certified

    B Corp™ Certified

  • GIPS Compliant

    GIPS®** Compliant

  • PRI Signatory

    PRI Signatory

*OCIO assets represent SEC regulatory assets under management. For the $34.8 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 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for six consecutive years.

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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, and 2022 surveys. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. The 2022 study covers 727 institutional clients, including 14 Angeles clients. The results 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 arrow

  • 2ND QUARTER 2023 - FOXY

    2ND QUARTER 2023 - FOXY 07-06-2023

    A famous 20th century philosopher finds wisdom in an ancient Greek poet, and in so doing, shows us the path to successful investing. Please enjoy this quarters letter, Foxy.

    READ COMMENTARY
  • BEACH READING

    BEACH READING 09-18-2023

    September is still beach time, so I have a few more recommendations for you. One nonfiction and four fiction, including my (so far) book of the year. Enjoy!

    READ BLOG POST
  • GIVING

    GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

    In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.

    WATCH VIDEO
  • WHAT A START!

    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
  • SUSTAINABILITY AT ANGELES

    SUSTAINABILITY AT ANGELES 09-21-2023

    Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.

    WATCH VIDEO
  • OUR CORE MISSION AND CULTURE

    OUR CORE MISSION AND CULTURE 08-23-2023

    Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.

    READ MORE
  • MISSION ABSOLUTELY POSSIBLE

    MISSION ABSOLUTELY POSSIBLE 06-29-2023

    From a front-row seat in an Angeles client's summer trustee summit, our Managing Director Garry Duncan, shares insights and optimism for Independent Higher Education in "Mission Absolutely Possible."

    READ INSIGHT
  • AUGUST 2023 GLOBAL MARKET INDEX PERFORMANCE

    AUGUST 2023 GLOBAL MARKET INDEX PERFORMANCE 09-01-2023

    All global equities posted negative returns in August. The S&P 500 returned -1.6% and the MSCI ACWI decreased -2.9%, while developed non-U.S. equities fell -3.8%. In the U.S., value stocks largely underperformed growth, while the Russell 2000...

    READ MARKET UPDATE
  • HERE ARE BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS

    HERE ARE BARRON'S TOP INDEPENDENT FINANCIAL ADVISORS 09-15-2023

    Angeles Wealth's CEO Jonathan Foster spoke with Barron's Advisor for their latest article breaking down the different approaches of top independent RIAs. While many firms are expanding their service offerings, Foster believes it's important to...

    READ NEWS
  • SHORT-TERM BONDS, U.S. STOCKS ATTRACTIVE AS RECESSION SIGNALS FADE

    SHORT-TERM BONDS, U.S. STOCKS ATTRACTIVE AS RECESSION SIGNALS FADE 09-13-2023

    With the prospects of a recession or bear market moving farther away, short-duration bonds and U.S. public equities are increasingly attractive for institutional investors, according to Angeles Investment Advisors CIO Michael Rosen.

    READ NEWS
  • WHEN WILL CONSUMERS STOP BUYING? IT'S A KEY QUESTION FOR THE STOCK MARKET

    WHEN WILL CONSUMERS STOP BUYING? IT'S A KEY QUESTION FOR THE STOCK MARKET 09-10-2023

    "The market has been expecting a recession for the past year or so, and has been wrong," said Michael Rosen, chief investment officer at Angeles Investments. "In some sense, they probably are still looking for a recession. I think that's also wrong."

    READ NEWS
  • SPENDING, EARNINGS, & PERFORMANCE OF THE US DOLLAR IN A TIGHT MONETARY POLICY

    SPENDING, EARNINGS, & PERFORMANCE OF THE US DOLLAR IN A TIGHT MONETARY POLICY 09-06-2023

    Michael Rosen, Chief Investment Officer of Angeles Investments, joins Jill Malandrino on Nasdaq TradeTalks to discuss consumer spending, earnings, and performance of the US dollar in a tight monetary policy environment.

    WATCH VIDEO

  • We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.

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