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.
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
$42.6+ BILLION IN ASSETS* $6.5 Billion Discretionary
$36.1 Billion Consulting
$42.6+ BILLION IN ASSETS* $6.5B Discretionary
8 INVESTMENT OFFICERS Averaging 24+ 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.
2ND QUARTER 2022 - PENDULUM 07-11-2022
Aristarchus of Samos was the first to propose a heliocentric model of the universe, 2,300 years ago. Observing the time it took for the Earth's shadow to engulf the Moon during a lunar eclipse, Aristarchus applied some basic geometric calculations...READ MORE
THE G.O.A.T. 08-01-2022
John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games ...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
A FORECASTED BUDGET DECLINE: HOW AN ENDOWMENT RESPONDED 07-11-2022
Read our most recent case study to learn how Angeles partnered with an independent school challenged by budgetary pressures stemming from a material increase in forecasted expenses.READ MORE
SHELTER FROM THE STORM 06-21-2022
The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. Angeles Investments Managing Director Garry Duncan offers a view of the storm that lies ahead.READ MORE
WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022
The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and discuss the prospects for inflation, the economy and investments. Oh, and there's a European land war gVIEW VIDEO/PDF
JULY 2022 GLOBAL MARKET INDEX PERFORMANCE 08-01-2022
Global equities posted positive returns in July with the MSCI ACWI IMI up 7.1%, the S&P 500 up 9.2%, and non-US developed equity markets up 5.0% in dollar terms. Growth stocks outperformed value stocks for the month, and small cap stocks...READ MORE
WHEN CLIENTS THINK THEY ARE IMMORTAL: A CAUTIONARY TALE 08-29-2022
In this article, Gary shares a personal story from Angeles Wealth's CEO, Jonathan Foster, that underscores how even the smartest, savviest people can fail to take the appropriate steps to properly pass down their assets.READ MORE
EVALUATING CLIENT RISK: 9 TAKEAWAYS FOR ADVISORS 07-26-2022
"I think PE funds are dangerous if clients are buying something they don't understand and will be locked up for a long time," said Jonathan Foster, CEO of Angeles Wealth Management. "They are getting the stuff that couldn't get distributed via..."READ MORE
ASSET OWNERS TAKE ACTION TO MODIFY PORTFOLIOS AMID VOLATILE MARKETS 07-18-2022
"Holding cash is not a long-term investment plan, as inflation erodes its value, but it is more attractive than the alternatives at the moment and has optionality value as well," CIO Michael Rosen said.READ MORE
STOCK MARKETS INCH HIGHER AS INVESTORS STUDY FED MINUTES 07-06-2022
"The challenge for monetary policy will become much more acute as the Fed is forced to balance elevated inflation with a contracting economy," our CIO Michael Rosen shared today with The Wall Street Journal.READ MORE