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    • ANGELES RESPONSIBLE INVESTING POLICY - 2021

      ANGELES RESPONSIBLE INVESTING POLICY - 2021 08-09-2021

      Angeles views the adoption of responsible investing practices as integral to aligning our oversight and management of client assets with the important ...

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    • A FRAMEWORK FOR EVALUATING OCIO PERFORMANCE

      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

      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 ...

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    • ANGELES 2021 LONG TERM CAPITAL MARKET ASSUMPTIONS

      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 ...

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    • WITH A LITTLE HELP FROM OUR FRIENDS

      WITH A LITTLE HELP FROM OUR FRIENDS 04-01-2021

      For us at Angeles, it was exactly twenty years ago, today, that we opened our doors and began our new venture. Leslie, Howard, and Michael were joined ...

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    • WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH

      WHY SHOULD WOMEN INVEST - CHLOE WOHLFORTH 03-22-2021

      I have been advising clients in a financial advisory capacity for over a decade, but my motivation to get involved in this work came very early on in ...

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    • A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION

      A NEW FRAMEWORK TO STRATEGIC ASSET ALLOCATION 02-18-2021

      The purpose of an investment portfolio is to support current and future spending. Some spending may be known and near-term: beneficiary payments (in ...

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    • RESILIA - PHILANTHROPY REPORT 2021

      RESILIA - PHILANTHROPY REPORT 2021 02-11-2021

      While 2020 was in many ways unprecedented, its important to consider the ways in which the underlying causes of the upheaval weve witnessed arent new ...

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    • MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS

      MANAGING THROUGH A CRISIS: FIVE BEST PRACTICES FOR INSTITUTIONAL INVESTORS 06-22-2020

      Fiduciaries charged with the governance and implementation of an institutional portfolio must adapt to uncertain and sometimes extreme situations. We ...

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    • REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD

      REFLECTIONS AFTER THE DEATH OF GEORGE FLOYD 06-11-2020

      It has now been two weeks since the murder of George Floyd by a Minnesota police officer, and one day after he was laid to rest in Houston. I have ...

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    • PLANNING IDEAS & CARES ACT INFORMATION

      PLANNING IDEAS & CARES ACT INFORMATION 04-21-2020

      We have been inspired by everyone who is working tirelessly to suppress the spread of the global Coronavirus (COVID-19) epidemic. We understand that ...

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    • THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY

      THE CHANGING LANDSCAPE AND GROWING IMPORTANCE OF PRIVATE EQUITY 01-07-2020

      Allocations to private equity have been increasing in most of our client portfolios over the past decade, reflecting the growing opportunity set and ...

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    • YEAR END NEWSLETTER

      YEAR END NEWSLETTER 12-02-2019

      As year-end approaches, we would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2019 and ...

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    • FROM THE TRAVELS OF JONATHAN FOSTER: A VISIT TO THE JEAN-MICHEL BASQUIAT EXHIBITION

      FROM THE TRAVELS OF JONATHAN FOSTER: A VISIT TO THE JEAN-MICHEL BASQUIAT EXHIBITION 06-15-2019

      In January, my wife Laurie and I took a long overdue vacation to London and Paris. Before we departed, I reached out to my friend and ...

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    • THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION

      THE IMPORTANCE OF INVESTMENT ACCESS AND DIVERSIFICATION 04-15-2019

      The investment and wealth management landscapes are ever evolving, and complexity has only increased over the years. In todays world, high net worth ...

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    • ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS

      ANGELES' PROPRIETARY CAPITAL MARKET ASSUMPTIONS 01-01-2019

      Each year our capital market assumptions undergo a rigorous review process, because a robust modeling framework plays a vital role in the formulation ...

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    • BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO)

      BENEFITS OF OUTSOURCED CHIEF INVESTMENT OFFICE (OCIO) 09-07-2018

      Better governance. Greater accountability. Increased scale. For institutional investors with constrained resources, outsourced investment management ...

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    • THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS.

      THINGS TO CONSIDER BEFORE JOINING A NONPROFIT ORGANIZATION'S BOARD OF DIRECTORS. 07-11-2018

      The following is an interview between Jonathan Foster, President and CEO of Angeles Wealth Management and Marta Gazzera Ferro, Senior Director of ...

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    • THOUGHTS FROM MY FATHER - JONATHAN FOSTER

      THOUGHTS FROM MY FATHER - JONATHAN FOSTER 05-07-2018

      Thoughts From My FatherJonathan FosterMy father, Dr. Charles Foster, was aworld-renowned environmentalist. Initiatives spearheaded by him during his ...

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    • L.A. KITCHEN  DINNER PARTY EXPERIENCE

      L.A. KITCHEN DINNER PARTY EXPERIENCE 05-07-2018

      L.A. KITCHEN Dinner Party ExperienceOn April 27th Angeles Wealth Management hosted an intimate dinner party experience at L.A. Kitchen. The ...

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    • THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY AT THE UCLA ANDERSON SCHOOL OF MANAGEMENT

      THE FUTURE OF THE INVESTMENT MANAGEMENT INDUSTRY AT THE UCLA ANDERSON SCHOOL OF MANAGEMENT 04-26-2018

      The Future of the Investment Management Industry atThe UCLA Anderson School of ManagementBy Alan Adelman Senior Managing Director Angeles Wealth ...

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    • FINDING PHILANTHROPY: MAKING THE MOST OF YOUR IMPACT

      FINDING PHILANTHROPY: MAKING THE MOST OF YOUR IMPACT 04-17-2018

      Finding Philanthropy: Making the Most of Your ImpactAngeles Wealth Management Senior Managing Director, Marta Gazzera ...

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    • GIVING CIRCLES: COMING TOGETHER TO INCREASE OUR IMPACT

      GIVING CIRCLES: COMING TOGETHER TO INCREASE OUR IMPACT 04-17-2018

                   Giving Circles: Comingtogether to ...

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    • IMPORTANCE OF BACK OFFICE SUPPORT

      IMPORTANCE OF BACK OFFICE SUPPORT 04-02-2018

      A well-resourced OCIO combines experience with scalable technology to streamline cash flow management, portfolio rebalancing, and trade execution, ...

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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

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