An Outsourced Investment Office for:
Institutions
Private Wealth
An outsourced investment office enhancing our clients' ability to serve their constituents, communities, & families by providing the resources of a comprehensive investment office and the experience and framework necessary for sound governance.
-
Our Firm 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.
Read more about: Institutional Private Wealth
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]()
-
Our People 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.
Get to know our team
-
Our Promise 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.
Our Details At a Glance
-
$45.1B
in Assets* $7.1 Billion Discretionary
$35.6 Billion Advisory
$2.4 Billion Private Wealth -
25+ Years Investment Officers Average Industry 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 $35.6 billion in advisory 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]()
-
Greenwich Best Investment Consultant
Angeles has been named a 2025 Greenwich Best Investment Consultant among midsize consultants. Angeles is the only advisor in this category awarded this distinction for eight consecutive years.
Read more about GreenwichAngeles Investments was designated as a Greenwich Best Investment Consultant among midsized advisors in the 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024-2025 studies. Angeles does not pay to have its clients participate in the study. Ratings are based on a subset of Angeles clients only; your experience may be different. This award evaluates the quality of services previously provided and is not indicative of Angeles' future performance.
-
-
-
![B Corp Logo]()
Angeles is a Certified 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 Angeles' certification* The recertification was given by B Lab Global on August 1, 2025, and will expire August 1, 2028, at which time Angeles will go through the recertification process again. Angeles pays an annual fee to maintain this membership. ** Angeles Wealth was not examined in the certification process.
-
Insights + Media
-
-
CIO Insights
-
![3rd Quarter 2025 - Photograph 51]()
6 Oct, 20253rd Quarter 2025 - Photograph 51
Errors of the past must be corrected, and progress comes through collaborating with colleagues that have diverse experiences, skills and perspectives. We learn these lessons by looking at the most important photograph in history.
-
![Beach Reading]()
26 Sep, 2025Beach Reading
September is the best beach month in Southern California: the water is warm, the days are long, the crowds are gone. I have seven books to recommend, five ...
-
-
-
Angeles Insights
-
![A Dark Stain on American History and the Patriot who Stood in Opposition]()
6 Aug, 2025A Dark Stain on American History and the Patriot who Stood in Opposition
At AWM, we believe leadership takes courage, especially in times of challenge. Jonathan Foster, our President and CEO, reflects on his great-great-grandfather, Senator George Frisbie Hoar, who bravely opposed the Chinese Exclusion Act.
-
![Private Equity - Why Now, Why Still]()
23 Jun, 2025Private Equity - Why Now, Why Still
Despite recent headlines, the rumors of Private Equitys (PE) demise are greatly exaggerated. PE has historically faced similar challenges, adapted, and recovered stronger. We believe that will again be the case.
-
-
-
News
-
![Dow Gives Up Gains After Powell Signals Fed May Not Cut Again This Year]()
29 Oct, 2025Dow Gives Up Gains After Powell Signals Fed May Not Cut Again This Year
"Powell is reflecting the tension on the Fed between those who favor more aggressive easing and those who are concerned that inflation remains too high, even as the labor market weakens," said Michael Rosen, CIO at Angeles.
-
![AI in Higher Education, Trumps Tariffs Hit Lesotho, Unicorns Avoiding IPOs]()
24 Oct, 2025AI in Higher Education, Trumps Tariffs Hit Lesotho, Unicorns Avoiding IPOs
Last week, Angeles Wealth Management's president and CEO Jonathan Foster joined Bloomberg to discuss why companies are staying private for longer, extending from an average of 7 years to nearly 11.
-
