Latest Blog: Earthrise or Earthset: Tho... - 06/02/2020
PRIVATE WEALTH PRIVATE WEALTH: OUR WORK WITH CLIENTS
WHY ANGELES FOR
PRIVATE WEALTHWHY ANGELES FOR PRIVATE WEALTHWHAT SETS US APART OUR WORK WITH CLIENTSHOW WE DEVELOP PARTNERSHIPS SERVICES & SOLUTIONSOUR SOPHISTICATED WEALTH MANAGEMENT PLATFORM WEALTH PRIVATE TRUSTINTEGRATED TRUST SOLUTIONS PHILANTHROPYPHILANTHROPIC FAMILIES MANAGING THE ASSETSHOW WE APPROACH ASSET MANAGEMENT
OUR WORK WITH CLIENTS
Our clients’ success drives our success. We strive to work with clients, bringing skills, insights, and resources, in ways that advance their mission and meet their objectives. Our focus is not on our growth, but instead we prefer measured organic growth resulting from client referrals and our reputation.There are four key tenets which underlie how we work together.
Our clients are at the heart of all we do. We take great satisfaction in seeing the realization of their investment and philanthropic goals. Our leadership team and deep resources come together to deliver superior solutions for our clients. Being a true independent wealth manager, owned solely by its employees, we control our destiny.
Our professionals strive to act in the best interests of our clients at all times. The Investment Advisers Act of 1940 requires advisors;
" …to act in the best interest of the customer without regard to the financial or other interest of the…investment advisor providing the advice." - Section 211 (g)(1)
This language, commonly known as the "Fiduciary Rule," is the guiding principle in our code of conduct.
In building a collaborative partnership, custom investment program and philanthropic strategy, we start by listening to our client. It is important for us to understand their history, preferences and constraints, and future aspirations. Only then do we find it appropriate to bring our expertise and insights, in a collaborative fashion, to craft the way forward.
We bring decades of experience working with wealthy families and the multitude of issues that come with inter-generational wealth. Our professionals work closely with clients to ensure that long-term wealth goals are defined and a strategy is put in place to reasonably achieve them. The senior professionals at Angeles and Angeles Wealth have been advising clients for an average of 20 years.
OUR TEAM IS LED BY EXPERIENCED INVESTMENT PROFESSIONALS
JONATHAN R. FOSTER
President & CEO of Angeles WealthRead More
JOSHUA ROTHSTEIN, CFA
HARRY S. GRAND
Senior Managing Director & Head of New York OfficeRead More
CHLOE WOHLFORTH, CFP®
Managing DirectorRead More
MARTA GAZZERA FERRO
Senior Managing DirectorRead More
MARK SHONE, CFP®
Senior Managing DirectorRead More
We 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.
- MANAGER INQUIRIES
How Can We Help You?Institutional Investors
Fully resourced investment office built to manage sophisticated client investment programsPrivate Wealth
Personalized discretionary portfolio and wealth management services powered by institutional processInvestment Management
Rigorous process and a flexible platform designed to meet client needsArticles & Insights
Latest insights and perspectives from the Angeles teamContact Us
Get in touch