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    • WEBINAR REPLAY - A BOX OF CHOCOLATES

      WEBINAR REPLAY - A BOX OF CHOCOLATES 02-14-2023

      As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief ...

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    • SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS

      SUPPORTING DIVERSITY: PARTNERSHIP & ENGAGEMENT TO IMPROVE INDUSTRY STANDARDS 02-09-2023

      Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out ...

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    • JANUARY 2023 GLOBAL MARKET INDEX PERFORMANCE

      JANUARY 2023 GLOBAL MARKET INDEX PERFORMANCE 02-01-2023

      Global equities posted positive returns in January. The S&P 500 returned 6.3%, while the MSCI ACWI increased by 7.4%. As dollar weakness continued, ...

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    • HOW DIRECT INDEXING WILL EVOLVE IN 2023

      HOW DIRECT INDEXING WILL EVOLVE IN 2023 01-18-2023

      Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing ...

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    • NATURAL-GAS PRICES ARE TOPSY-TURVY. EXPECT MORE SWINGS THIS WINTER.

      NATURAL-GAS PRICES ARE TOPSY-TURVY. EXPECT MORE SWINGS THIS WINTER. 01-12-2023

      Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, ...

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    • 4TH QUARTER 2022 - KAPITALISMUS

      4TH QUARTER 2022 - KAPITALISMUS 01-05-2023

      Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in ...

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    • DECEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE

      DECEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 01-03-2023

      After a 2-month rally, global equities posted negative returns in December. The S&P 500 returned -5.8%, while the MSCI ACWI fell -3.8%. As dollar ...

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    • BLACKSTONE'S REAL ESTATE FUND FOR WEALTHY PROMPTS SEC QUERIES, INVESTOR SCRUTIN

      BLACKSTONE'S REAL ESTATE FUND FOR WEALTHY PROMPTS SEC QUERIES, INVESTOR SCRUTIN 12-16-2022

      "The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a ...

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    • ANGELES WEALTH LAUNCHES COMPREHENSIVE MISSION-RELATED INVESTING PROGRAM

      ANGELES WEALTH LAUNCHES COMPREHENSIVE MISSION-RELATED INVESTING PROGRAM 12-08-2022

      Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable ...

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    • DON'T GIVE UP ON CHARITABLE GIVING JUST YET

      DON'T GIVE UP ON CHARITABLE GIVING JUST YET 12-05-2022

      Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will ...

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    • NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE

      NOVEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 12-01-2022

      For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6%, while the MSCI ACWI advanced 7.6% return as ...

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    • TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY

      TOUGH MARKETS, INCREASED PLEAS FOR HELP - CHALLENGES FOR PHILANTHROPY 11-23-2022

      Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the ...

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    • YEAR END NEWSLETTER 2022

      YEAR END NEWSLETTER 2022 11-21-2022

      We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022. ...

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    • "EVERYTHING HUMAN IS PATHETIC"

      "EVERYTHING HUMAN IS PATHETIC" 11-18-2022

      This is what comes to my mind as I watch the debacle that is FTX imploding.Most legal documents and court filings are painful to read: verbose, ...

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    • FAT BEAR TIME WEBINAR

      FAT BEAR TIME WEBINAR 11-01-2022

      Please join our Chief Investment Officer, Michael Rosen, for Fat Bear Time, a webinar reviewing the state of the economy and the investment ...

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    • OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE

      OCTOBER 2022 GLOBAL MARKET INDEX PERFORMANCE 11-01-2022

      Global equities posted positive returns in October with the MSCI ACWI IMI up 6.2% and the S&P 500 up 8.1%. Growth stocks underperformed value stocks ...

      READ MARKET UPDATE
    • WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS

      WHY WEALTH MANAGEMENT'S DIVERSITY ISSUES GO DEEPER THAN DEMOGRAPHICS 10-26-2022

      For Sapna Shah, managing director at Angeles Investments in California, not all of the numbers are encouraging, and they certainly aren't surprising. ...

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    • FIRESIDE READING

      FIRESIDE READING 10-18-2022

      It's still beach reading weather in Southern California, but fireside reading seems more appropriate for mid-October. I have three non-fiction and ...

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    • ANGELES: ESG IS HERE TO STAY

      ANGELES: ESG IS HERE TO STAY 10-17-2022

      Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes its here to stay. In a recent Q&A with Wealth ...

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    • 3RD QUARTER 2022 - SKYWAVE

      3RD QUARTER 2022 - SKYWAVE 10-07-2022

      On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died ...

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    • 'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT

      'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT 10-05-2022

      Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth ...

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    • SEPTEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE

      SEPTEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 10-03-2022

      Global equities posted negative returns in September with the MSCI ACWI IMI down -9.7% and the S&P 500 down -9.2%. Growth stocks underperformed ...

      READ MARKET UPDATE
    • MORRIS CLOTHIER APPOINTED MANAGING DIRECTOR, CAPITAL MARKETS & WEALTH ADVISORY

      MORRIS CLOTHIER APPOINTED MANAGING DIRECTOR, CAPITAL MARKETS & WEALTH ADVISORY 09-28-2022

      Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory. ...

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    • BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE

      BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 09-19-2022

      While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our ...

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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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