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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.

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.

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  • 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.

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    *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

    $37.8 BILLION IN ASSETS* $6.2 Billion Discretionary
    $31.6 Billion Consulting

    $37.8 BILLION IN ASSETS* $6.2B Discretionary
    $31.6B 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 $31.6 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

  • 1ST QUARTER 2023 - DAM(N)

    1ST QUARTER 2023 - DAM(N) 04-11-2023

    Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is some of the most scenic landscape in eastern North America, which verdant mountains and deep...

    READ COMMENTARY
  • FIRESIDE READING

    FIRESIDE READING 03-30-2023

    Six fiction and seven nonfiction books to recommend. Happy reading!Fiction

    READ BLOG POST
  • 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
  • STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG

    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
  • ANGELES 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT

    ANGELES 2022 DIVERSITY, EQUITY, AND INCLUSION (DEI) ANNUAL REPORT 05-01-2023

    2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global economy and implications for markets, heightened concerns about climate change and its impact on...

    READ INSIGHT
  • ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS

    ANGELES 2023 LONG TERM CAPITAL MARKET ASSUMPTIONS 03-01-2023

    This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).

    READ INSIGHT
  • WEBINAR REPLAY - A BOX OF CHOCOLATES

    WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023

    As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief Investment Officer, Michael Rosen for a discussion on the markets & the economy

    VIEW VIDEO/PDF
  • MAY 2023 GLOBAL MARKET INDEX PERFORMANCE

    MAY 2023 GLOBAL MARKET INDEX PERFORMANCE 06-01-2023

    Global equities posted negative returns in May. The S&P 500 returned 0.4% and the MSCI ACWI decreased -1.2%, with developed non-U.S. equities underperforming at -4.2%. In the U.S., value stocks largely underperformed growth, while the Russell 2000...

    READ MARKET UPDATE
  • THIS MARKET COULD CONTINUE TO RUN: CIO ON INVESTING AMID RECESSION FEARS

    THIS MARKET COULD CONTINUE TO RUN: CIO ON INVESTING AMID RECESSION FEARS 06-08-2023

    Our CIO Michael Rosen joined BNN Bloomberg to discuss how investors should be positioning their portfolios in the wake of recessionary fears.

    WATCH VIDEO
  • ANGELES INVESTMENTS APPOINTS HOWARD PERLOW AS CEO & DAVID BRIEF AS HEAD OF OCIO

    ANGELES INVESTMENTS APPOINTS HOWARD PERLOW AS CEO & DAVID BRIEF AS HEAD OF OCIO 06-07-2023

    Angeles Investments announced today the firm's co-founder Howard Perlow has been appointed its first-ever CEO and David Brief into the newly created role, Head of OCIO.rn

    READ PRESS RELEASE
  • RIA ROUNDTABLE: TAKEAWAYS FROM THE ONGOING TURMOIL IN REGIONAL BANKING

    RIA ROUNDTABLE: TAKEAWAYS FROM THE ONGOING TURMOIL IN REGIONAL BANKING 05-25-2023

    In a recent article, Harry Grand, head of our New York office, discussed how the recent banking turmoil shines a light on how our clients benefit from our open architecture approach that leads to more personalized service.

    READ NEWS
  • ENDOWMENTS TAP ALUMNI FOR PE OPPORTUNITIES, BUT DOES IT PAY OFF?

    ENDOWMENTS TAP ALUMNI FOR PE OPPORTUNITIES, BUT DOES IT PAY OFF? 05-25-2023

    "It's not clear to me, absent a fund-by-fund review, that Yale generated better returns because the alumni were better investors"or if they were average investors, but the low fees resulted in better than average returns," said Michael Rosen

    READ NEWS
  • SEC/ADV | FORM CRS
  • © 2023 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2023
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC