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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.-
SERVICE CULTURE
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.
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FIDUCIARY FIRST
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. -
FOCUSED LISTENING
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.
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TENURED EXPERIENCE
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
Investment Officers
Research
Operations
Reporting
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SANTA MONICA
555 SANTA MONICA BLVD
SUITE 650
SANTA MONICA, CA 90401
310.393.0000
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CONTACT US
NEW YORK
333 PARK AVENUE
SUITE 2209
NEW YORK, NY 10152
212.451.9999
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CHICAGO
444 D. MICHIGAN AVE
SUITE S1700
CHICAGO, IL 60611
312.212.6666
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