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![How to Invest $10,000: A Step-by-Step Guide]()
15 Aug, 2023How to Invest $10,000: A Step-by-Step Guide
"Investing is a critical part of growing wealth. It is important to invest savings that you have identified as long-term, so your assets can grow over time," says Chloe Wohlforth, CFP and partner at Angeles Wealth Management.
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![Time to Start Foraging for Foreign Stocks as Dollar Declines]()
3 Aug, 2023Time to Start Foraging for Foreign Stocks as Dollar Declines
"Weakness in the U.S. dollar would make non-U.S. assets relatively more attractive, and we may seek to tactically shift our allocations, but long term, U.S. companies are likely to continue to be structurally more profitable," Michael Rosen said.
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![Investors Haven't Been This Optimistic About the Stock Market Since April 2021]()
21 Jul, 2023Investors Haven't Been This Optimistic About the Stock Market Since April 2021
Michael Rosen, managing partner and chief investment officer at Angeles Investments, recently told Money that earnings disappointments in the coming weeks could lead to a "disproportionate drop" in share prices.
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![A Family Foundation Manifests its Legacy Through Philanthropy]()
27 Jun, 2023A Family Foundation Manifests its Legacy Through Philanthropy
When it comes to philanthropic efforts, it should all start with "why." Marta Ferro shares the story of how the Berman Family Foundation manifests its legacy with philanthropy by bringing together multiple generations to develop a shared mission.
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![What Bull Market for Stocks? Investors Are Still Sitting on a Pile of Cash]()
14 Jun, 2023What Bull Market for Stocks? Investors Are Still Sitting on a Pile of Cash
Michael Rosen, co-founder and CIO of Angeles Investments, which advises endowments, foundations and private pension funds, still thinks a lot of cash on the sidelines and sustained bearishness about stocks could be a signal to move into stocks.
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![Chloe Wohlforth Has Been Included in InvestmentNews' 40 Under 40 List]()
13 Jun, 2023Chloe Wohlforth Has Been Included in InvestmentNews' 40 Under 40 List
We're pleased to share that Chloe Wohlforth, Partner at Angeles Wealth, has been included in InvestmentNews' 40 Under 40 list! Honorees exhibit success in the advisory business, contribute to and promote the financial advice profession.
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![Howard Perlow Named Angeles Investments' 1st CEO]()
8 Jun, 2023Howard Perlow Named Angeles Investments' 1st CEO
Chief Investment Officer recently covered our announcement that Angeles Investments co-founder, Howard Perlow, has been appointed the firm's first-ever CEO and that David Brief has been promoted to the newly created role, Head of OCIO.
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![Endowments Tap Alumni For PE Opportunities, But Does It Pay Off?]()
25 May, 2023Endowments Tap Alumni For PE Opportunities, But Does It Pay Off?
"It's not clear to me, absent a fund-by-fund review, that Yale generated better returns because the alumni were better investorsÃor if they were average investors, but the low fees resulted in better than average returns," said Michael Rosen
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![RIA Roundtable: Takeaways From The Ongoing Turmoil In Regional Banking]()
25 May, 2023RIA Roundtable: Takeaways From The Ongoing Turmoil In Regional Banking
In a recent article, Harry Grand, head of our New York office, discussed how the recent banking turmoil shines a light on how our clients benefit from our open architecture approach that leads to more personalized service.
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![What is a Diverse Manager? Evolving Consultant Definitions Raise Questions]()
16 May, 2023What is a Diverse Manager? Evolving Consultant Definitions Raise Questions
In the last few years, there has been a push from groups like the Institutional Investing Diversity Cooperative to have OCIOs and consultants move this definition up to 50%, said Anna McGibbons, a senior managing director at Angeles Investments.
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![What Wealthy Families Need From Advisors]()
11 May, 2023What Wealthy Families Need From Advisors
What will prompt more women to choose to be a financial advisor? "It comes down to the huge shift in wealth, control of assets from men to women, that people have been talking about for many years," says Chloe Wohlforth, of Angeles Wealth Management.
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![The Federal Reserve Just Raised Interest Rates Again - 2 Important Money Moves]()
2 May, 2023The Federal Reserve Just Raised Interest Rates Again - 2 Important Money Moves
If you have high-interest debt, the best move is to pay it off, Angeles Wealth Management CEO Jonathan Foster says. "Start with the highest rate debt first, then the debt that turns variable next, regardless of the current rate." Foster says.
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![U.S. Inching Toward Recession as Growth Concerns Mount, says Angeles CIO]()
27 Apr, 2023U.S. Inching Toward Recession as Growth Concerns Mount, says Angeles CIO
In a recent article for P&I, Angeles CIO Michael Rosen discusses the hope to be found in the the pace of innovation occurring across industries such as artificial intelligence, drug discovery, and renewable energy that offer exceptional..
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![Advisor Training: Here Are Firms' Best Practices]()
5 Apr, 2023Advisor Training: Here Are Firms' Best Practices
President and CEO at Angeles Wealth Management, Jonathan Foster, recently spoke with Barron's Advisor to discuss the philosophy behind the firm's training process and how our boutique practice allows for 1-on-1 mentorship to ensure young talent...
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![Angeles Scouts Growth, VC for PE Buildout]()
24 Mar, 2023Angeles Scouts Growth, VC for PE Buildout
Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO sees opportunities in growth equity and early and late-stage venture capital, CIO Michael Rosen...
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![ESG and Tax Benefits ArenÃt Just for the Rich Anymore]()
20 Mar, 2023ESG and Tax Benefits ArenÃt Just for the Rich Anymore
A new kind of index investing is "direct indexing" a customized basket of stocks that tracks the benchmark of the investor's choosing. This bespoke approach offers many benefits, including tax-loss harvesting and the ability to tailor a...
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![Inflation Continues to Weigh on Institutional Investors - Angeles CIO]()
24 Feb, 2023Inflation Continues to Weigh on Institutional Investors - Angeles CIO
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic activity, said Michael A. Rosen, co-founder, managing partner and CIO of Angeles Investments.
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![How Direct Indexing Will Evolve In 2023]()
18 Jan, 2023How Direct Indexing Will Evolve In 2023
Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing will change in 2023, which he believes will greatly benefit both financial advisors and...
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![Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.]()
12 Jan, 2023Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.
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, which is typically a period of high demand for the heating fuel...
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![Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin]()
16 Dec, 2022Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a private wealth advisory firm in Santa Monica, California.
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![Don't Give Up on Charitable Giving Just Yet]()
5 Dec, 2022Don't Give Up on Charitable Giving Just Yet
Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will dig deep because they recognize the organizations they support need them more than ever...
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![Tough Markets, Increased Pleas For Help - Challenges For Philanthropy]()
23 Nov, 2022Tough Markets, Increased Pleas For Help - Challenges For Philanthropy
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the philanthropic space for charitable families and foundations.
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![Why Wealth Management's Diversity Issues Go Deeper than Demographics]()
26 Oct, 2022Why Wealth Management's Diversity Issues Go Deeper than Demographics
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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![Angeles: ESG Is Here To Stay]()
17 Oct, 2022Angeles: ESG Is Here To Stay
Despite the recent ESG pushback, Sapna Shah, Managing Director at Angeles Investments believes itÃs here to stay. In a recent Q&A with Wealth Solutions Report, Sapna shared her thoughts the ESG movement and what comes next.
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