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    • HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN

      HER FATHER PERISHED ON 9/11. SHE BECAME AN ADVISOR TO HELP OTHERS PLAN 09-11-2021

      For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. That began to change as she was sitting in her high school French class in ...

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    • OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE

      OP-ED: TRADITIONAL 60/40 PORTFOLIO HAS ACTUALLY REACHED ITS EXPIRATION DATE 09-02-2021

      The traditional 60/40 portfolio has served investors well, but it has reached its expiration date. In an Op-ed for CNBC, Angeles CIO Michael Rosen ...

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    • COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE.

      COVID-19 IS STILL RAGING. HOW ADVISORS ARE KEEPING THEIR WORKPLACES SAFE. 09-02-2021

      Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barrons ...

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    • TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME

      TEXAS PENSION REALLOCATES OPPORTUNISTIC CREDIT SLEEVE TO FIXED INCOME 09-01-2021

      Pensions are moving away from core fixed income as they seek to make a tradeoff between volatility and yield, said Michael Rosen, principal and CIO at ...

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    • 1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE

      1.3% AND 16%? AS 2 AND 20 FADES, HEDGE FUNDS SEE NEW FEE PRESSURE 09-01-2021

      With many asset managers predicting lower market returns in the next decade, hedge funds that charge high fees and need high returns to justify them ...

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    • ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS

      ANALYSIS: UN CLIMATE REPORT INCREASES URGENCY FOR GREEN INVESTMENT FUNDS 08-10-2021

      "It's easy to exclude coal companies or bad actors from your portfolio and only invest in companies that are green. The real impact comes from taking ...

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    • BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE

      BIDEN BILL MAY BOOST PENSIONS' APPETITE FOR INFRASTRUCTURE 08-03-2021

      "There is an enormous illiquidity aspect to investing in infrastructure, said Michael Rosen, principal and CIO at Angeles Investment Advisors. These ...

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    • EQUITIES REMAIN THE PLACE TO BE FOR LONG-TERM GROWTH: ANGELES WEALTH MANAGEMENT

      EQUITIES REMAIN THE PLACE TO BE FOR LONG-TERM GROWTH: ANGELES WEALTH MANAGEMENT 07-06-2021

      Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by ...

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    • 4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR

      4 REASONS TO CALL IT QUITS WITH YOUR FINANCIAL ADVISOR 06-24-2021

      "There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and ...

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    • ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY

      ANGELES WEALTH'S JON FOSTER: UGLY SURPRISE STALKS ADVISORY INDUSTRY 06-11-2021

      Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business ...

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    • REASONS TO BE BULLISH ON THE ECONOMY RIGHT NOW

      REASONS TO BE BULLISH ON THE ECONOMY RIGHT NOW 06-05-2021

      The economy will see the fastest growth this year since 1950, says Michael Rosen of Angeles Investments. Corporations are short of supply in face of a ...

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    • STOCKS POP AS SOLID JOBS REPORT SOOTHES INVESTOR FEARS

      STOCKS POP AS SOLID JOBS REPORT SOOTHES INVESTOR FEARS 06-04-2021

      "This is not a game-changer for the Fed," said Michael Rosen, managing partner and chief investment officer with Angeles Wealth. Rosen added that the ...

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    • WHAT'S NEXT FOR THE ADVISOR'S OFFICE?

      WHAT'S NEXT FOR THE ADVISOR'S OFFICE? 06-03-2021

      Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create ...

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    • WHAT FINANCIAL ADVISERS ARE READING THIS SUMMER

      WHAT FINANCIAL ADVISERS ARE READING THIS SUMMER 06-03-2021

      "Think Again: The Power of Knowing What You Dont Know" (2021) by Adam M. Grant - For professional growth, this one is fascinating to me. Think Again ...

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    • STOCKS CLOSE MOSTLY LOWER AS YELLEN SAYS INTEREST RATES LIKELY TO RISE

      STOCKS CLOSE MOSTLY LOWER AS YELLEN SAYS INTEREST RATES LIKELY TO RISE 05-04-2021

      Michael Rosen, Managing Partner and CEO at Angeles Wealth Management, says Yellen's comments threw a wrench into the market, even though her comments ...

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    • RVK AND ANGELES TOP GREENWICH CONSULTANT RANKINGS FOUR YEARS STRAIGHT

      RVK AND ANGELES TOP GREENWICH CONSULTANT RANKINGS FOUR YEARS STRAIGHT 04-30-2021

      Michael Rosen, Angeles' chief investment officer, says his firm's size gives it a structural advantage. Angeles, which just marked its 20th ...

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    • U.S. ECONOMY TO SEE STRONGEST GROWTH SINCE 1950: ANGELES WEALTH MANAGEMENT CIO

      U.S. ECONOMY TO SEE STRONGEST GROWTH SINCE 1950: ANGELES WEALTH MANAGEMENT CIO 04-28-2021

      Michael Rosen, Angeles Wealth Management CIO & Co-Founder, joins Yahoo Finance Live to discuss outlook on the economy amid FOMC published statements. ...

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    • A TREMENDOUS LOSS ON 9/11 AND THE PATH FORWARD

      A TREMENDOUS LOSS ON 9/11 AND THE PATH FORWARD 04-21-2021

      Sept. 11, 2001 is a day most Americans cant forget, when Al-Qaida coordinated four terrorist attacks against the United States. But for Chloe ...

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    • ARTADIA ANNOUNCES 2021 LOS ANGELES AWARDEES

      ARTADIA ANNOUNCES 2021 LOS ANGELES AWARDEES 04-08-2021

      The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual ...

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    • ARE ADVISORS REALLY DOING SOMETHING ABOUT DIVERSITY?

      ARE ADVISORS REALLY DOING SOMETHING ABOUT DIVERSITY? 03-02-2021

      Take Angeles Investments, a Los Angeles-based firm with over $30 billion in assets under advisement. After the protests, the firm held two three-hour ...

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    • WHAT TO KNOW ABOUT THE AVERAGE RATE OF RETURN ON MUTUAL FUNDS

      WHAT TO KNOW ABOUT THE AVERAGE RATE OF RETURN ON MUTUAL FUNDS 02-26-2021

      "Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief ...

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    • A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE

      A DECADE OF GROWTH: HOW THE BIGGEST MANAGERS CONSOLIDATED THEIR AUM ADVANTAGE 01-27-2021

      "In a period of low returns, fees play a much bigger role in the net performance that investors get," says Michael Rosen, principal and CIO at Angeles ...

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    • RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS

      RENAISSANCE CAPS TRANSITION AS SUCCESSION ISSUE STALKS HEDGE FUNDS 01-20-2021

      Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to ...

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    • ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS

      ARES, GIP MUSCLE INTO AVIATION MARKET WITH NEW DEALS 01-13-2021

      Most investors are looking forward to an economic rebound at some point this year, and will especially focus on investment sectors such as aviation ...

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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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