WHY ANGELES FOR INSTITUTIONAL INVESTORS

Everything about Angeles, from our culture to our experience and our team, makes us a perfect partner for institutional investors.

Angeles believes that being a preferred investment partner means you possess the skill and expertise to access global markets and manage portfolios for a wide array of client types with unique needs.

Non-Profits
Corporate Pension Plans
└ Defined Benefit / Contribution Plans
Corporate Insurance Funds
Permanent Wealth Funds

Angeles has built a flexible platform by which custom client needs can be met. We offer total portfolio management, as well as focused solutions that can bring targeted exposure to an overall portfolio.

WHY ANGELES FOR PRIVATE INVESTORS

Since 2011, clients of Angeles Wealth have appreciated having a trusted relationship, a skilled partner to oversee and manage their investment program, and an ally with a deep understanding of philanthropy.

Angeles provides a private client investment experience powered by our institutional process.

Asset Allocation, then Manager Selection
Global, Not Local
Open Architecture Equals an Open Mind

For many families of wealth, a commitment to philanthropy is a core part of their legacy. Wealth is more than just about passing financial assets to future generations, it’s also about passing important values from generation to generation through giving back to society and community.

WHAT SETS US APART

Being a leader means having independent thought, true skill, a willingness to act, and not following the herd.

We continuously strive to identify new investment ideas and are not afraid to be early adopters of emerging investment themes and opportunities, based on our rigorous and disciplined research.

PORTFOLIO MANAGEMENT

Angeles has developed a proprietary portfolio management framework, refined over years of experience. This framework grounds our work with a sound disciplined process, yet provides latitude to reflect Angeles's best ideas given market conditions.

Design Custom Policy
Identify High-Alpha Managers
Construct Portfolio
Manage Risks Dynamically

MISSION RELATED INVESTING

Angeles is a thought leader in mission-aligned investing. We have been helping our clients incorporate their mission-related goals into their investment portfolios for over 20 years.

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Podcasts & interviews with Angeles' CIO Michael Rosen

Insights on OCIO, governance, philanthropy, and what investors need to know