Angeles is a multi-asset investment firm, founded to provide sophisticated, customized, global investment solutions to both institutional and private wealth clients.
We believe no two clients are identical when considering their mission, investment objectives, financial and operational strength, and ability to bear risk. This is what drives us to offer solutions tailored to meet their unique needs.
Our Investment Officers serve each client as an internal chief investment officer would: being intimately familiar with the client’s requirements, guiding the fiduciaries in establishing client-appropriate investment objectives and parameters, educating and communicating the investment strategy in the context of the economic environment, and marshalling all the resources of the Angeles organization to support each client.
We pride ourselves on a culture promoting intellectual rigor, operational excellence, and the highest level of service to our clients. Colleagues collaborate, bringing their diverse background and individual skill sets to achieve efficiency and effectiveness for all we do.
Everything about Angeles, from our culture to our experience and our team, makes us a perfect partner for institutional investors.
OUR WORK WITH CLIENTSOur client relationships are grounded in respect, trust, integrity and open communication. We strive to develop strong partnerships where we serve as an extension of our clients, bringing a fully resourced investment office to the task of managing the investment program.
Angeles believes that being a preferred investment partner means you possess the skill and expertise to access global markets and manage portfolios for a wide array of client types with unique needs.
Non-Profits
Corporate Pension Plans
└ Defined Benefit / Contribution Plans
Corporate Insurance Funds
Permanent Wealth Funds
Angeles has built a flexible platform by which custom client needs can be met. We offer total portfolio management, as well as focused solutions that can bring targeted exposure to an overall portfolio.
MANAGING CLIENT ASSETSWe have been building customized investment programs for sophisticated investors for over 18 years.
Since 2011, clients of Angeles Wealth have appreciated having a trusted relationship, a skilled partner to oversee and manage their investment program, and an ally with a deep understanding of philanthropy.
OUR WORK WITH CLIENTSOur clients' success drives our success. We strive to work with clients, bringing skills, insights, and resources, in ways that advance their mission and meet their objectives.
Angeles provides a private client investment experience powered by our institutional process.
Asset Allocation, then Manager Selection
Global, Not Local
Open Architecture Equals an Open Mind
Angeles Wealth Private Trust provides trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
For many families of wealth, a commitment to philanthropy is a core part of their legacy. Wealth is more than just about passing financial assets to future generations, it’s also about passing important values from generation to generation through giving back to society and community.
MANAGING ASSETSWe have been building customized investment programs for sophisticated investors for over 18 years.
Being a leader means having independent thought, true skill, a willingness to act, and not following the herd.
We continuously strive to identify new investment ideas and are not afraid to be early adopters of emerging investment themes and opportunities, based on our rigorous and disciplined research.
Angeles has developed a proprietary portfolio management framework, refined over years of experience. This framework grounds our work with a sound disciplined process, yet provides latitude to reflect Angeles's best ideas given market conditions.
Design Custom Policy
Identify High-Alpha Managers
Construct Portfolio
Manage Risks Dynamically
Angeles is a thought leader in mission-aligned investing. We have been helping our clients incorporate their mission-related goals into their investment portfolios for over 20 years.
PERFORMANCENet-of-fee performance is an important metric by which investment programs, where objectives are translated and implemented in global markets, are measured.
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INVESTMENT INSIGHTSInvestment insights from Angeles' CIO Michael Rosen
VIDEOSWatch videos of Angeles events
Podcasts & interviews with Angeles' CIO Michael Rosen
IN THE NEWSPrint and online publications mentioning Angeles
PRESS RELEASESOfficial announcements
Insights on OCIO, governance, philanthropy, and what investors need to know
MARKET UPDATE SNAPSHOTSMonthly market snapshots and analysis from Angeles
Throughout the year we host events around the country designed to explore recent market events, current market conditions, influences such as macroeconomic, political, and global factors, and how these collectively shape how investors might think about structuring portfolios for the future. Learn about upcoming events, and view summaries, presentations, and videos from past events.
Our team regularly attends, and often participates, in industry conferences. Learn more about our commitment to be active contributors in the financial community.
Angeles Investments is ready to assist you with all of your inquiries.
CLIENT DEVELOPMENTWe welcome the opportunity to provide more information about Angeles and discuss how our diverse capabilities can be customized to suit your specific needs.
We seek to deliver superior investment results through independent thinking, critical analysis and rigorous research in a collegial and team-oriented environment. We look for individuals who share these values.
MANAGER INQUIRIESWe build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us here.
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Santa Monica, CA
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429 SANTA MONICA BLVD
SUITE 650
SANTA MONICA, CA 90401
310.393.6300
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375 PARK AVENUE
SUITE 2209
NEW YORK, NY 10152
212.451.9240
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