



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.
-
-
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 ABOUT WHO WE ARE
-
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 -
-
-
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.
READ MORE ABOUT B CORPS*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
-
$39.8 BILLION IN ASSETS* $6 Billion Discretionary
$33.8 Billion Consulting$39.8 BILLION IN ASSETS* $6B Discretionary
$33.8B Consulting -
7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience
-
20+ Years in Business
-
INDEPENDENT 100% Employee Owned
-
B Corp™ Certified
-
GIPS®** Compliant
-
PRI Signatory
*OCIO assets represent SEC regulatory assets under management. For the $33.8 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.
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 
-
3RD QUARTER 2023 - DYSCRASIA 10-09-2023
Records of infanticide, that most heinous of crimes, have, sadly, existed throughout human history. Disability and poverty have been common explanations for this horror, but so has misguided morality. Babies born in 18th and 19th century Europe out..
READ COMMENTARY -
BEACH READING 09-18-2023
September is still beach time, so I have a few more recommendations for you. One nonfiction and four fiction, including my (so far) book of the year. Enjoy!
READ BLOG POST -
GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023
In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.
WATCH VIDEO -
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
-
NAVIGATING PRIVATE MARKETS & DUE DILIGENCE 10-30-2023
Our Head of OCIO, David Brief & Evie Raikh, Director of Private Markets & Partner, discuss the intricacies of navigating Private Markets & peak under the hood & examine the rigor of Angeles' due diligence process within this important asset class.
WATCH VIDEO -
SUSTAINABILITY AT ANGELES 09-21-2023
Angeles Sr. Managing Director Anna McGibbons, CEO Howard Perlow, and Managing Director Sapna Shaw discuss sustainability at Angeles how it manifests in our ability to support clients and within our culture.
WATCH VIDEO -
OUR CORE MISSION AND CULTURE 08-23-2023
Experience the core mission of Angeles through the eyes of our team. In this video, our employees reflect on the impact of our work upon our clients & communities, highlighting our unwavering commitment to excellence, integrity, and shared purpose.
WATCH VIDEO -
OCTOBER 2023 GLOBAL MARKET INDEX PERFORMANCE 11-01-2023
Global equities continued to post negative returns in October. The S&P 500 returned -2.1% and the MSCI ACWI decreased -3.3%, while developed non-U.S. equities fell -4.1%. In the U.S., value stocks underperformed growth, while large cap...
READ MARKET UPDATE
-
OCIOS FLAG POTENTIAL TO 'GAME' PROPOSED GIPS GUIDELINES 11-27-2023
Angeles noted that the guideless would classify a portfolio with an 80% allocation to private equity and a 20% allocation to cash in the same "total return aggressive" composite as a portfolio with an 80/20 allocation to public equities and cash.
LISTEN TO PODCAST -
HOW FINANCIAL ADVISOR CLIENTS PERCEIVE THE CURRENT ENVIRONMENT 11-10-2023
Chloe Wohlforth, partner at Angeles Wealth, joined Jill Malandrino and a panel of advisors for a Nasdaq TradeTalks discussion on client perception of current macro environment conditions, year-end giving and philanthropic strategies, and more.
READ NEWS -
BEST BOOKS ON INVESTING 11-08-2023
"Investors cannot win, that is, beat the market," says Michael Rosen, managing partner and chief investment officer at Angeles Investments. "But investors can, and do, lose by underperforming the market for a myriad of reasons."
READ NEWS -
NO RECESSION IN SIGHT: THE US ECONOMY GREW 4.9% ANNUAL RATE IN THE 3RD QUARTER 10-26-2023
Michael Rosen, chief investment officer at Angeles Investments, is bullish on stocks. "Equities are driven by profits, and profits are strong. So, we remain fully invested," he said.
LISTEN TO PODCAST