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WELCOME TO ANGELES
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We embrace intense
passion
for what we do, focused and undistracted in our purpose. We act with unquestionable
integrity
, serving as a trusted steward and long-term partner with our clients. We seek superior
results
, as investment success provides expanded ways for our clients to achieve their mission.
We invite you to explore our website and discover how our experienced team can help you achieve your unique investment goals.
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WHO WE ARE
Founded in 2001, Angeles is a multi-asset investment firm, building customized portfolios for institutional and private wealth investors. Working as a seamless extension of our clients, our investment office strives to offer world class proprietary research and portfolio implementation, along with comprehensive back office support.
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THE ANGELES DIFFERENCE
We aspire to be the most respected and admired investment manager, globally recognized for our positive impact on our clients and industry. Our clients come first in how we think and the actions we take. Their mission and passion inspire us to develop custom investment programs to meet unique investment needs. As a result, we have thoughtfully and intentionally built an investment organization which we believe is second to none.
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AT A GLANCE FACTS
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$37.9 BILLION IN ASSETS* $6 Billion Discretionary
$31.9 Billion Consulting$37.9 BILLION IN ASSETS* $6B Discretionary
$31.9B Consulting -
7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience
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20+ Years in Business
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GIPS®** Compliant
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PRI Signatory
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INDEPENDENT 100% Employee Owned
*OCIO assets represent SEC regulatory assets under management. For the $36.1 billion in consulting assets, Angeles does not have discretion over the asset allocation decisions but does charge a fee.
**Angeles claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
GREENWICH QUALITY LEADER
Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for five consecutive years.
Angeles was designated as a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, and 2021 surveys. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. The 2021 study covers 811 institutional clients, including 18 Angeles clients. The results are not indicative of future performance and may not be representative of any one client's experience because the results represent an average of all of the experiences of responding clients only.
ARTICLES & INSIGHTS
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3RD QUARTER 2022 - SKYWAVE 10-07-2022
On a cold winter day in Devon, England, 75-year-old Oliver Heaviside climbed a ladder by his house to inspect the roof. He slipped and fell and died of his injuries. It was a sudden, but not surprising, end to a strange, but remarkable, life.
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THE G.O.A.T. 08-01-2022
John Harris owned a skating rink in Pittsburgh. In 1940, he invited Olympic star Sonja Henie to skate between periods of professional hockey games ...
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WHAT A START! 06-14-2022
Michael Rosen, Angeles' Chief Investment Officer, shares his thoughts on the markets in this presentation, "What a Start!"
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STOCKS, BONDS & OTHER ASSETS: ANGELES CIO MICHAEL ROSEN INTERVIEWED BY BLOOMBERG 07-08-2021
What lies ahead for stocks, bonds, and other asset classes? Our Chief Investment Officer, Michael Rosen, joins Bloomberg Radio to share his outlook on the market, the economy, and other issues impacting investors during the second half of the year.
LISTEN TO PODCAST
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BEYOND EVERYDAY PORTFOLIO MANAGEMENT: AN OCIO'S TRUE ROLE 09-19-2022
While Angeles primary goal as an OCIO is to help our clients advance their core missions by delivering exceptional investment performance, our partnerships often extend beyond the boundaries of portfolio management.
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MID YEAR 2022 CAPITAL MARKET ASSUMPTIONS 09-12-2022
This report presents Angeles Investment Advisors' updated capital market assumptions as of July 2022. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
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INVIGORATING IMPACT: DESIGNING AN ESG PROGRAM FOR COMMUNITY FOUNDATION DONORS 08-17-2022
Incorporating environmental, social, and governance (ESG) factors into a portfolio can invigorate donors by aligning their charitable dollars to the investment program. Angeles takes a holistic approach to responsible investing and creates custom...
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SEPTEMBER 2022 GLOBAL MARKET INDEX PERFORMANCE 10-03-2022
Global equities posted negative returns in September with the MSCI ACWI IMI down -9.7% and the S&P 500 down -9.2%. Growth stocks underperformed value stocks for the month, and small cap stocks underperformed large cap. U.S. investment-grade bonds...
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'IN THE OFFICE' WITH JON FOSTER, CEO OF ANGELES WEALTH MANAGEMENT 10-05-2022
Jon Foster of Angeles Wealth Management joins InvestmentNews anchor Gregg Greenberg to explain how financial advisers can help ultra-high-net-worth families build charitable legacies and maintain and pass on generational wealth.
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MORRIS CLOTHIER APPOINTED MANAGING DIRECTOR, CAPITAL MARKETS & WEALTH ADVISORY 09-28-2022
Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory.
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THE THEORY OF GIVING: THE WHY BEHIND PHILANTHROPY 09-13-2022
"For any foundation to achieve its ultimate goal, this kind of intentional and strategic planning is essential-so it's not just about philanthropy for the sake of philanthropy... it's about aligning a foundations values with the entire picture..."
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HIGH OIL PRICES OFFER ENDOWMENT BOOST 08-31-2022
Oil and gas investments have been driving endowment returns in recent years, and while many student bodies are calling for the divestment of fossil fuel holdings, our CIO Michael Rosen, told Inside Higher Ed that many universities aren't budging.
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