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    • ANGELES INVESTMENT ADVISORS APPOINTS HEAD OF CLIENT DEVELOPMENT

      ANGELES INVESTMENT ADVISORS APPOINTS HEAD OF CLIENT DEVELOPMENT 01-31-2022

      Angeles Investment Advisors, LLC, a global multi-asset investment management firm, announced today the hiring of Garry Duncan, CAIA, as Head of Client ...

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    • HOW FUNDERS CAN ASSESS NONPROFIT EFFECTIVENESS FOR INVESTMENT

      HOW FUNDERS CAN ASSESS NONPROFIT EFFECTIVENESS FOR INVESTMENT 01-24-2022

      As with any investment, the decision to support a nonprofit should be grounded in empirical evidence. An organization is worthy of investment if its ...

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    • NETFLIX PLUNGE DEEPENS NASDAQ'S CORRECTION

      NETFLIX PLUNGE DEEPENS NASDAQ'S CORRECTION 01-21-2022

      "Monetary policy is no longer skewed in one direction: to ease. It's just the opposite," said Michael Rosen, managing partner at Angeles Investments. ...

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    • ADVISORS SHARE TOP INVESTMENT RECOMMENDATIONS FOR 2022

      ADVISORS SHARE TOP INVESTMENT RECOMMENDATIONS FOR 2022 01-19-2022

      "There is no case for investors to own high-quality bonds," our CIO Michael Rosen tells Steve Garmhausen in his latest "The Big Q" column for ...

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    • ANGELES APPOINTS TWO NEW PARTNERS AND ESTABLISHES NEW HEAD OF PRIVATE MARKETS

      ANGELES APPOINTS TWO NEW PARTNERS AND ESTABLISHES NEW HEAD OF PRIVATE MARKETS 01-12-2022

      Angeles Investment Advisors, LLC, , a global multi-asset investment management firm, announced today the admission of two new partners and the ...

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    • BEST ADVISOR INTERVIEWS: 10 ANSWERS TO GET YOU THINKING

      BEST ADVISOR INTERVIEWS: 10 ANSWERS TO GET YOU THINKING 12-29-2021

      The financial advice industry is booming and everyone in it seems really sanguine. What if anything should the industry be worried about? I think fee ...

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    • ANGELES INVESTMENTS EXPANDS FOOTPRINT IN MIDWEST

      ANGELES INVESTMENTS EXPANDS FOOTPRINT IN MIDWEST 12-22-2021

      Former Private Bank Wealth Leader to build upon Angeles success in comprehensive wealth management for private families located in the Midwest ...

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    • ANGELES EXPANDS FOOTPRINT IN MIDWEST; APPOINTS GARY CLOUDMAN TO CHICAGO OFFICE

      ANGELES EXPANDS FOOTPRINT IN MIDWEST; APPOINTS GARY CLOUDMAN TO CHICAGO OFFICE 12-20-2021

      Angeles Investments has welcomed our newest Managing Director, Gary Cloudman! We are thrilled to expand our footprint into the Midwest and have Gary ...

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    • WHAT ADVISORS SHOULD KNOW ABOUT DONOR-ADVISED FUNDS

      WHAT ADVISORS SHOULD KNOW ABOUT DONOR-ADVISED FUNDS 12-10-2021

      A donor-advised fund is an account set up for the sole purpose of supporting 501(c)3 charities approved by the IRS, says Chloe Wohlforth, certified ...

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    • HOW NONPROFITS CAN WORK WITH THE PRIVATE SECTOR TO SCALE IMPACT

      HOW NONPROFITS CAN WORK WITH THE PRIVATE SECTOR TO SCALE IMPACT 12-09-2021

      The past year and a half has been a time of extraordinary social mobilization in the United States. From the protests for racial equality to the ...

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    • BEST WISHES FOR A HEALTHY HOLIDAY SEASON AND A HAPPY NEW YEAR

      BEST WISHES FOR A HEALTHY HOLIDAY SEASON AND A HAPPY NEW YEAR 12-08-2021

      In honor of our clients, Angeles Investments supported these fine organizations throughout 2021. We are ever grateful for your support & friendship. ...

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    • CALPERS IS TURNING TO PRIVATE EQUITY & LEVERAGE TO BOOST RETURNS & REDUCE RISK

      CALPERS IS TURNING TO PRIVATE EQUITY & LEVERAGE TO BOOST RETURNS & REDUCE RISK 12-06-2021

      "To me, this highlights the biggest challenge that institutional investors have, which is achieving a rate of return that will meet their investment ...

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    • LOSING HER FATHER ON 9/11 LED THIS WOMAN TO HELP PEOPLE MANAGE THEIR MONEY

      LOSING HER FATHER ON 9/11 LED THIS WOMAN TO HELP PEOPLE MANAGE THEIR MONEY 12-03-2021

      In the weeks after 9/11, the family's friends rallied around Chloe and her mother. When one of them asked about the family's financial situation, it ...

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    • LOOKING TO DIVERSIFY? THINK REAL ESTATE

      LOOKING TO DIVERSIFY? THINK REAL ESTATE 11-29-2021

      "Yale has significant material advantages that very few investors have," says Michael Rosen. "It's not quite so simple for investors to replicate what ...

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    • STAY INVESTED & RIDE OUT MARKET VOLATILITY

      STAY INVESTED & RIDE OUT MARKET VOLATILITY 11-19-2021

      Michael Rosen says to stay invested as there is a strong economy and an accommodative Fed. Regarding inflation, he believes that the Fed is playing ...

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    • TIS ALMOST THE SEASON: THE HOLIDAY GIFTS FINANCIAL ADVISORS ARE GIVING CLIENTS

      TIS ALMOST THE SEASON: THE HOLIDAY GIFTS FINANCIAL ADVISORS ARE GIVING CLIENTS 11-17-2021

      Were sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. Its identified by what the staff and our ...

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    • WHY GRANTORS SHOULD FOCUS ON CAPACITY-BUILDING TO SCALE IMPACT

      WHY GRANTORS SHOULD FOCUS ON CAPACITY-BUILDING TO SCALE IMPACT 10-26-2021

      Of all the ways grantors can help nonprofits scale impact, capacity-building is the most effective over the long term. Grantors often think about ...

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    • WEST TAKES EAST: HARRY GRAND AND AWMS TRIUMPHANT CHARGE INTO NYC

      WEST TAKES EAST: HARRY GRAND AND AWMS TRIUMPHANT CHARGE INTO NYC 10-21-2021

      From a temporary office as a solo show, Grand has grown the NYC office significantly, in client relationships, assets and talent, bringing aboard four ...

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    • TAX-SAVVY WEALTH MGMT. SURGES IN IMPORTANCE FOR FINANCIAL ADVISORS & CLIENTS

      TAX-SAVVY WEALTH MGMT. SURGES IN IMPORTANCE FOR FINANCIAL ADVISORS & CLIENTS 10-15-2021

      Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. Financial advice and tax planning both ...

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    • SOLAR & WATER SHORTAGES MAY DEFINE FUTURE BUT DOESN'T MAKE THEM GOOD INVESTMENTS

      SOLAR & WATER SHORTAGES MAY DEFINE FUTURE BUT DOESN'T MAKE THEM GOOD INVESTMENTS 09-22-2021

      Its 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 ...

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    • ANGELES INVESTMENTS ADVISORS APPOINTS SAPNA SHAH AS MANAGING DIRECTOR

      ANGELES INVESTMENTS ADVISORS APPOINTS SAPNA SHAH AS MANAGING DIRECTOR 09-21-2021

      Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio ...

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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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    • 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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    • 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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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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