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

    $41.8 BILLION IN ASSETS $7 Billion Discretionary
    $34.8 Billion Consulting

    $41.8 BILLION IN ASSETS $7B Discretionary
    $34.8B Consulting

  • 6 Investment Officers Averaging 26+ Years of Experience

    6 INVESTMENT OFFICERS Averaging 26+ Years of Investment Experience

  • 18 years in business

    20 Years in Business

  • GIPS Compliant

    GIPS® Compliant

  • PRI Signatory

    PRI Signatory

  • Employee Owned

    INDEPENDENT 100% Employee Owned

GREENWICH QUALITY LEADER

Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for four consecutive years.

  • Greenwich Quality Award 2020 Greenwich Quality Award 2020
  • Greenwich Quality Award 2019 Greenwich Quality Award 2019
  • Greenwich Quality Award 2018 Greenwich Quality Award 2018
  • Greenwich Quality Award 2017 Greenwich Quality Award 2017
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Angeles was designated as a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, and 2020 surveys. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. The 2020 study covers 856 institutional clients, including 15 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.

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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    BEACH READING 04-29-2021

    Beach weather is upon us in Southern California, so here are some book suggestions from my last few months of reading.

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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.

    WATCH VIDEO
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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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    A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE 05-21-2021

    Read our latest whitepaper to learn why Angeles believes clients should insist upon GIPs compliant performance when evaluating an OCIO.

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    INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 04-21-2021

    Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the investment program. Angeles takes a holistic approach to responsible investing and creates custom...

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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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    MAY 2021 GLOBAL MARKET INDEX PERFORMANCE 06-01-2021

    Global equities posted positive returns in May, with the MSCI ACWI IMI up 1.5%, the S&P 500 up 0.7%, and non-US developed equity markets up 3.3% in dollar terms. Value stocks outperformed growth stocks for the month, and large cap stocks...

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    STOCKS POP AS SOLID JOBS REPORT SOOTHES INVESTOR FEARS 06-04-2021

    "This is not a game-changer for the Fed," said Michael Rosen, managing partner and chief investment officer with Angeles Wealth. Rosen added that the jobs data also show that the economy is continuing to rebound at a solid clip, which will allay...

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    REASONS TO BE BULLISH ON THE ECONOMY RIGHT NOW 06-04-2021

    The economy will see the fastest growth this year since 1950, says Michael Rosen of Angeles Investments. Corporations are short of supply in face of a booming demand, and will spend to boost output, he adds. Financial conditions are as accommodative

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    WHAT'S NEXT FOR THE ADVISOR'S OFFICE? 06-03-2021

    Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create separated, defined spaces where a virus can't spread as easily, says Jonathan Foster, CEO of Angeles Wealth

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    FOURTH CONSECUTIVE YEAR ANGELES WINS THE GREENWICH QUALITY LEADER AWARD 04-27-2021

    For the fourth time, Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for four consecutive years.

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  • SEC/ADV | FORM CRS
  • © 2021 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2021
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC