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Featured News
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![Solar & Water Shortages May Define Future But Doesn't Make Them Good Investments]()
22 Sep, 2021Solar & Water Shortages May Define Future But Doesn't Make Them Good Investments
"It's great to identify sectors with great demand, and the structural demand for those two sectors seems right for a long period of time," said Michael Rosen, CIO at Angeles in Santa Monica, Calif. "But that's just one element. The other is supply."
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![Her Father Perished on 9/11. She Became an Advisor to Help Others Plan]()
11 Sep, 2021Her Father Perished on 9/11. She Became an Advisor to Help Others Plan
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 Greenwich, Connecticut, and a friend came in and said a plane had just flown into the World Trade Center.
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![Op-ed: Traditional 60/40 Portfolio Has Actually Reached Its Expiration Date]()
2 Sep, 2021Op-ed: Traditional 60/40 Portfolio Has Actually Reached Its Expiration Date
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 outlines his thinking on why high-quality bonds no longer have a place in portfolios.
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![Covid-19 Is Still Raging. How Advisors Are Keeping Their Workplaces Safe.]()
2 Sep, 2021Covid-19 Is Still Raging. How Advisors Are Keeping Their Workplaces Safe.
Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barron's article, Jon Foster discusses our firm's approach to ensuring our employees feel safe at the office.
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![Texas Pension Reallocates Opportunistic Credit Sleeve to Fixed Income]()
1 Sep, 2021Texas Pension Reallocates Opportunistic Credit Sleeve to Fixed Income
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 Angeles Investment Advisors.rn"If you're looking for reasonable steady income, with low volatility..
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![1.3% and 16%? As 2 and 20 Fades, Hedge Funds See New Fee Pressure]()
1 Sep, 20211.3% and 16%? As 2 and 20 Fades, Hedge Funds See New Fee Pressure
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 face a challenge, said Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![Analysis: UN Climate Report Increases Urgency for Green Investment Funds]()
10 Aug, 2021Analysis: UN Climate Report Increases Urgency for Green Investment Funds
"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 high carbon emitters and forcing them to modify their behavior," said Michael Rosen, CIO of Angeles.
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![Biden Bill May Boost Pensions' Appetite for Infrastructure]()
3 Aug, 2021Biden Bill May Boost Pensions' Appetite for Infrastructure
"There is an enormous illiquidity aspect to investing in infrastructure" said Michael Rosen, principal and CIO at Angeles Investment Advisors. These typically are projects that are 10, even 20 years. And so to lock up your money, to give up...
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![Equities remain the place to be for long-term growth: Angeles Wealth Management]()
6 Jul, 2021Equities remain the place to be for long-term growth: Angeles Wealth Management
Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by investors, and the role equities can play in a long-term growth portfolio.
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![4 Reasons to Call It Quits With Your Financial Advisor]()
24 Jun, 20214 Reasons to Call It Quits With Your Financial Advisor
"There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and retirement goals," says Harry Grand of Angeles Wealth Management.
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![Angeles Wealth's Jon Foster: Ugly Surprise Stalks Advisory Industry]()
11 Jun, 2021Angeles Wealth's Jon Foster: Ugly Surprise Stalks Advisory Industry
Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business model, and, as a result, our rapid growth and the appeal of our wealth advisory practice.
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![Reasons To Be Bullish On The Economy Right Now]()
5 Jun, 2021Reasons To Be Bullish On The Economy Right Now
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 booming demand, and will spend to boost output, he adds. Financial conditions are as accommodative
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![Stocks Pop as Solid Jobs Report Soothes Investor Fears]()
4 Jun, 2021Stocks Pop as Solid Jobs Report Soothes Investor Fears
"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 jobs data also show that the economy is continuing to rebound at a solid clip, which will allay...
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![What's Next for the Advisor's Office?]()
3 Jun, 2021What's Next for the Advisor's Office?
Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create separated, defined spaces where a virus can't spread as easily, says Jonathan Foster, CEO of Angeles Wealth
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![What Financial Advisers are Reading This Summer]()
3 Jun, 2021What Financial Advisers are Reading This Summer
"Think Again: The Power of Knowing What You Don't Know" (2021) by Adam M. Grant - For professional growth, this one is fascinating to me. Think Again explores the art of thinking and intellectual humility.
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![Stocks Close Mostly Lower as Yellen Says Interest Rates Likely to Rise]()
4 May, 2021Stocks Close Mostly Lower as Yellen Says Interest Rates Likely to Rise
Michael Rosen, Managing Partner and CEO at Angeles Wealth Management, says Yellen's comments threw a wrench into the market, even though her comments shouldn't have come as a major surprise.
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![RVK and Angeles Top Greenwich Consultant Rankings Four Years Straight]()
30 Apr, 2021RVK and Angeles Top Greenwich Consultant Rankings Four Years Straight
Michael Rosen, Angeles' chief investment officer, says his firm's size gives it a structural advantage. Angeles, which just marked its 20th anniversary, has had little employee or client turnover and is big enough to have the resources to identify...
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![U.S. economy to see strongest growth since 1950: Angeles Wealth Management CIO]()
28 Apr, 2021U.S. economy to see strongest growth since 1950: Angeles Wealth Management CIO
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]()
21 Apr, 2021A Tremendous Loss on 9/11 and the Path Forward
Sept. 11, 2001 is a day most Americans can't forget, when Al-Qaida coordinated four terrorist attacks against the United States. But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father.
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![Artadia announces 2021 Los Angeles Awardees]()
8 Apr, 2021Artadia announces 2021 Los Angeles Awardees
The Angeles Art Fund is proud to support The 2021 Los Angeles Artadia Awards. Artadia is a non-profit, grantmaking organization that supports visual artists with unrestricted, merit-based financial awards as well as community support, advocacy...
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![Are Advisors Really Doing Something About Diversity?]()
2 Mar, 2021Are Advisors Really Doing Something About Diversity?
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 ÃÅ"bias trainingÃÂ sessions for all interested employees. Those meetings produced multiple insights...
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![What to Know About the Average Rate of Return on Mutual Funds]()
26 Feb, 2021What to Know About the Average Rate of Return on Mutual Funds
"Short-term performance is statistically insignificant. It's impossible to distinguish between a manager's skill and luck," says Michael Rosen, chief investment officer for Angeles Investments. Rosen adds that when reviewing track records, it's...
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![A Decade of Growth: How the Biggest Managers Consolidated their AUM Advantage]()
27 Jan, 2021A Decade of Growth: How the Biggest Managers Consolidated their AUM Advantage
"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 Investment Advisors, an investment consultant.
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![Renaissance Caps Transition as Succession Issue Stalks Hedge Funds]()
20 Jan, 2021Renaissance Caps Transition as Succession Issue Stalks Hedge Funds
Many large firms were founded by leaders now nearing retirement age, and the question of succession, which has already been present, will continue to get a lot of attention, says Michael Rosen, principal and CIO at Angeles Investment Advisors
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