Latest Blog: Fireside Reading - 03/30/2023
- WHAT SETS US APARTINNOVATION, SKILL & EXPERIENCE PORTFOLIO MANAGEMENTOUR INVESTMENT PROCESS MISSION RELATED INVESTINGINCORPORATING CLIENT PREFERENCES PERFORMANCEMEASURING OUR SUCCESS
At the heart of who we are is a skilled and experienced team, managing assets with a rigorous investment process, energized and driven to partner with clients to meet their long term investment goals.
WHAT SETS US APART
Our principals have been building customized investment programs for sophisticated investors for nearly three decades. As stewards of client portfolios over the course of several market cycles, we bring seasoned perspective and judgment to each investment decision.
Being a leader means having independent thought, true skill (which is often elusive or mistaken by good luck), a willingness to act, and not following the herd. Angeles embodies these characteristics, which underpins our approach to managing successful investment programs.
INNOVATION & CURIOSITY
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.
HIGH CONVICTION ALPHA & ACCESS
As believers in active management for inefficient sectors, we build portfolios around managers for whom we have a high conviction in their ability to deliver alpha.
Our reputation as a thoughtful investor, deep relationships, and experience in the industry has earned us access to top tier managers often not accessible by most investors.
SKILL & EXPERIENCE
We have been successfully building customized investment programs for over 18 years. As stewards of client portfolios over the course of several market cycles, we bring perspective and judgment to each investment decision that is valuable in constructing durable portfolios for long horizons.
CLIENT-CENTRIC DECISION MAKING
Being 100% employee-owned, we are able to select managers solely on the basis of their merit and fit within a broader portfolio. Our sole source of revenue comes from our clients. As fiduciaries, our decisions are driven by our clients' interests.
We strive build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
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429 SANTA MONICA BLVD,
SANTA MONICA, CA 90401
375 PARK AVENUE,
NEW YORK, NY 10152
400 N. MICHIGAN AVE,
CHICAGO, IL 60611
5151 SAN FELIPE ST,
HOUSTON, TX 77056
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