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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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![This Market Could Continue to Run: CIO on Investing Amid Recession Fears]()
8 Jun, 2023This Market Could Continue to Run: CIO on Investing Amid Recession Fears
Our CIO Michael Rosen joined BNN Bloomberg to discuss how investors should be positioning their portfolios in the wake of recessionary fears.
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![Angeles Investments appoints Howard Perlow as CEO & David Brief as Head of OCIO]()
7 Jun, 2023Angeles Investments appoints Howard Perlow as CEO & David Brief as Head of OCIO
Angeles Investments announced today the firm's co-founder Howard Perlow has been appointed its first-ever CEO and David Brief into the newly created role, Head of OCIO.rn
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![May 2023 Global Market Index Performance]()
1 Jun, 2023May 2023 Global Market Index Performance
Global equities posted negative returns in May. The S&P 500 returned 0.4% and the MSCI ACWI decreased -1.2%, with developed non-U.S. equities underperforming at -4.2%. In the U.S., value stocks largely underperformed growth, while the Russell 2000...
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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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![Stretching Your Dollar: How a US Default Could Affect Your Investment Portfolio]()
23 May, 2023Stretching Your Dollar: How a US Default Could Affect Your Investment Portfolio
How could a potential default impact your investment portfolio? Angeles CIO Michael Rosen joined Cheddar News to discuss what Americans should be thinking about as debt ceiling talks continue.
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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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![Angeles Investments Publishes 2022 DEI Report]()
3 May, 2023Angeles Investments Publishes 2022 DEI Report
Angeles Investments released their 2022 Diversity, Equity, and Inclusion Annual Report which details its internal and external DEI activity, progress, and milestones from the 2022 calendar year in addition to goals for the year ahead.
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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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![Angeles 2022 Diversity, Equity, and Inclusion (DEI) Annual Report]()
1 May, 2023Angeles 2022 Diversity, Equity, and Inclusion (DEI) Annual Report
2022 has certainly been a year where reflection has taken heightened relevance. This reflection relates to the continuous evolution of the global economy and implications for markets, heightened concerns about climate change and its impact on...
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![April 2023 Global Market Index Performance]()
1 May, 2023April 2023 Global Market Index Performance
Global equities posted positive returns in April. The S&P 500 returned 1.6% and the MSCI ACWI increased 1.3%, with developed non-U.S. equities leading the way up 2.8%. In the U.S., value stocks slightly outperformed growth, while the Russell 2000...
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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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![Sixth Consecutive Year Angeles Wins the Greenwich Quality Leader Award]()
26 Apr, 2023Sixth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
Angeles Investments has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth consecutive year achieving this accolade.
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![Angeles Private Investment Company (APIC) Announcement]()
18 Apr, 2023Angeles Private Investment Company (APIC) Announcement
Angeles Investments announced today the formation of Angeles Private Investment Company (APIC) and the appointment of Derrick Cruz as Chief Executive Officer effective April 12th.
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![1st Quarter 2023 - Dam(n)]()
11 Apr, 20231st Quarter 2023 - Dam(n)
Western Pennsylvania is home of the Allegheny Mountains, part of the vast Appalachian chain that runs 1,500 miles from Alabama to Newfoundland. It is some of the most scenic landscape in eastern North America, which verdant mountains and deep...
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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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![March 2023 Global Market Index Performance]()
3 Apr, 2023March 2023 Global Market Index Performance
Global equities posted positive returns in March and for the first quarter of 2023. The S&P 500 returned 3.7% and the MSCI ACWI increased 2.5%, with non-U.S. equities underperforming U.S. equities for the month. In the U.S., growth outperformed..
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![Fireside Reading]()
30 Mar, 2023Fireside Reading
Six fiction and seven nonfiction books to recommend. Happy reading!FictionLessons in Chemistry, Bonnie GarmusElizabeth Zott is a talented chemistry student, pursuing a graduate degree in 1961 when she ...
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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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![Mismatch]()
20 Mar, 2023Mismatch
Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked his opinion about lending with interest, replied, ...
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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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