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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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    • 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 ...

      VIEW VIDEO/PDF
    • MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS

      MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022

      This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation ...

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    • SHELTER FROM THE STORM

      SHELTER FROM THE STORM 06-21-2022

      The next decade is going to look very different from the previous 10 years for endowments and foundations, in particular higher-ed institutions. ...

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    • WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY

      WEBINAR REPLAY - PANDEMIC, INFLATION, WAR - INVESTING AMIDST UNCERTAINTY 03-02-2022

      The pandemic accelerated some trends and likely created new ones. We explore some of those trends across social, political and economic arenas and ...

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    • ANGELES 2022 LONG TERM CAPITAL MARKET ASSUMPTIONS

      ANGELES 2022 LONG TERM CAPITAL MARKET ASSUMPTIONS 02-18-2022

      This report presents Angeles Investment Advisors' updated capital market assumptions as of January 2022. These assumptions are used in asset ...

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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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    • 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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    • WEBINAR REPLAY - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION

      WEBINAR REPLAY - A SOLUTIONS-ORIENTED FRAMEWORK TO STRATEGIC ASSET ALLOCATION 03-02-2021

      Forward-looking projections suggest no combination of high-grade bonds and equities is likely to meet investor objectives. So how do investors move ...

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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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    • TIDE TEN | NEXT GEN FEATURING CHAUNICE PEEBLES OF ANGELES INVESTMENTS

      TIDE TEN | NEXT GEN FEATURING CHAUNICE PEEBLES OF ANGELES INVESTMENTS 08-18-2020

      The Investment Diversity Exchange (TIDE) connects and engages movers and shakers to promote diversity and inclusion within the investment industry. ...

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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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    • 2019 ANGELES INVESTMENT SYMPOSIUM: PRECISION MEDICINE: THE FUTURE OF HEALTH CARE

      2019 ANGELES INVESTMENT SYMPOSIUM: PRECISION MEDICINE: THE FUTURE OF HEALTH CARE 10-15-2019

      Angeles Symposium on "Precision Medicine: The Future of Health Care" occurred on October 15, 2019 on the UCLA campus in Los Angeles, CA, and was ...

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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 art expert Nancy ...

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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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    • 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 inspiring ...

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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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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC

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