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

    $34 BILLION IN ASSETS $5.6 Billion Discretionary
    $28.4 Billion Consulting

    $34B IN ASSETS $5.6 Discretionary
    $28.4 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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    3RD QUARTER 2020 - STAND UP 10-05-2020

    August Landmesser was born into a poor family in a rural village outside of Hamburg in 1910. He came of age in a Germany convulsed with economic strife and political turmoil. He had little education and no particular skills, and no world view...

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    TWO (PERCENT) IS A SAD NUMBER 09-21-2020

    Last month, the Federal Reserve unveiled its new monetary framework, following an intensive 18-month review. The principal change was to abandon a target ...

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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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    2020 WEBINAR - HOW CAN MARKETS BE AT ALL-TIME HIGHS WHEN THE WORLD IS COLLAPSING 08-03-2020

    How do investors navigate stock market highs amid historic U.S. unemployment, a global pandemic, civil unrest, and an upcoming U.S. presidential election?

    WATCH VIDEO
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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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  • media_entry

    REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020

    It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have spent this time watching, reading, learning, and reflecting, as I often do on matters of great...

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    PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020

    We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that this situation has caused anxiety and stress and we, as a firm, are dedicated to helping you...

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    OCTOBER 2020 GLOBAL MARKET INDEX PERFORMANCE 11-02-2020

    Global equities posted negative returns in October with the MSCI ACWI IMI down -2.2%, the S&P 500 down -2.7%, and non-US developed equity markets down -4.0% in dollar terms. Emerging markets continued to outpace developed markets and were up 2.1%.

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    AMID ELECTION TURMOIL, INSTITUTIONAL INVESTORS STAY FOCUSED ON THE PANDEMIC 11-04-2020

    "The truth is for markets, it's not just terribly important," Michael Rosen, founder of AIA, said of the election. "It's important for a lot of reasons. For our country, society, our children, their children. But not the markets."

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    GROWTH EQUITY, HIGH YIELD AND REITS PIQUE INVESTOR INTEREST AMID PANDEMIC 09-21-2020

    The shift in allocations from equity to fixed income pre-dated the pandemic, but COVID-19 accelerated that trend, says Michael Rosen, CIO at Angeles Investment Advisors. Weve seen outflows from equity and inflows to fixed income all year and...

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    FED HIRES BLACKROCK TO HELP CALM MARKETS. ITS ETF BUSINESS WINS BIG. 09-18-2020

    "It's not that complicated, really. The Fed says, 'We're buying this.' OK, then, I'm going to buy it too," said Michael Rosen, chief investment officer of Angeles Investments. Mr. Rosen said he picked the fund because of its size and liquidity.

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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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  • © 2020 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2020
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC