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

    $39.6 BILLION IN ASSETS $6.6 Billion Discretionary
    $33 Billion Consulting

    $39.6 BILLION IN ASSETS $6.6B Discretionary
    $33B Consulting

  • GIPS Compliant

    GIPS® Compliant

  • 18 years in business

    20 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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    1ST QUARTER 2021 - COGNITIVE DISSONANCE 04-05-2021

    Surgery is painful, which is why humans have experimented with various forms of anesthesia for millennia. Herbal remedies and alcohol were probably used pre-history, opium was cultivated by the Sumerians 4500 years ago, and Peruvians were chewing...

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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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    ANGELES 2021 LONG TERM CAPITAL MARKET ASSUMPTIONS 04-02-2021

    This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2021. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).

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    WITH A LITTLE HELP FROM OUR FRIENDS 04-01-2021

    For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined on Day One by Anna (because we needed someone who could do the actual work), and Sandra joined...

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    WEBINAR REPLAY - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 03-02-2021

    Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move forward?

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    MARCH 2021 GLOBAL MARKET INDEX PERFORMANCE 04-01-2021

    Global equities posted positive returns in March, with the MSCI ACWI IMI up 2.6%, the S&P 500 up 4.4%, and non-US developed equity markets up 2.3% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...

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    ARTADIA ANNOUNCES 2021 LOS ANGELES AWARDEES 04-08-2021

    The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual artists with unrestricted, merit-based financial awards as well as community support, advocacy...

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    ARE ADVISORS REALLY DOING SOMETHING ABOUT DIVERSITY? 03-02-2021

    Take Angeles Investments, a Los Angeles-based firm with over $30 billion in assets under advisement. After the protests, the firm held two three-hour bias training sessions for all interested employees. Those meetings produced multiple insights...

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    WHAT TO KNOW ABOUT THE AVERAGE RATE OF RETURN ON MUTUAL FUNDS 02-26-2021

    "Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief investment officer for Angeles Investments. Rosen adds that when reviewing track records, it's...

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