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PASSION. INTEGRITY. RESULTS.

Enhancing our clients' ability to serve their constituents and communities, by providing the resources of a comprehensive investment office and the experience and framework necessary for sound governance.

WELCOME TO ANGELES

Angeles Investments is driven to be an innovative leader in managing investment programs, globally recognized for our positive impact on our clients and industry.

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.

READ MORE ABOUT ANGELES
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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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  • ANGELES IS A B CORP

    We use business as a force for good™. We're proud to be recognized for putting people and planet right up there with profit.

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    *The rating was given by B Lab™ Global on January 29, 2023, and will cover the time period from January 2023 to January 2026 at which time Angeles will be recertified. Angeles pays an annual fee to maintain this membership. ** Angeles Wealth was not examined in the certification process.

AT A GLANCE FACTS

  • OCIO assets

    $42.1 BILLION IN ASSETS* $6.4 Billion Discretionary
    $35.7 Billion Consulting

    $42.1 BILLION IN ASSETS* $6.4B Discretionary
    $35.7B Consulting

  • 6 Investment Officers Averaging 25+ Years of Experience

    7 INVESTMENT OFFICERS Averaging 25+ Years of Investment Experience

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    20+ Years in Business

  • Employee Owned Icon

    INDEPENDENT 100% Employee Owned

  • B Corp TM Certified

    B Corp™ Certified

  • GIPS Icon

    GIPS®** Compliant

  • PRI Logo

    PRI Signatory

*OCIO assets represent SEC regulatory assets under management. For the $35.7 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 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for six consecutive years.

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READ MORE ABOUT GREENWICH

Angeles was designated as a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsized advisors in the 2017, 2018, 2019, 2020, 2021, and 2022 surveys. The study is primarily based on responses from Angeles clients. Angeles does not pay to have its clients participate in the study. The 2022 study covers 727 institutional clients, including 14 Angeles clients. The results 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 arrow

  • 1ST QUARTER 2024 - LUMINIFEROUS

    1ST QUARTER 2024 - LUMINIFEROUS 04-09-2024

    One of America's greatest scientists was responsible for the most famous failed experiment in history. Therein lies lessons for investors today. We hope you enjoy our latest quarterly letter, Luminiferous, by our CIO, Michael Rosen.

    READ COMMENTARY
  • FIRESIDE READING

    FIRESIDE READING 03-01-2024

    Seven new selections for you - 3 fiction, 4 nonfiction - while it's still fireside reading season. Enjoy! Fiction

    READ BLOG POST
  • MONEY LIFE WITH CHUCK JAFFE

    MONEY LIFE WITH CHUCK JAFFE 12-11-2023

    As 2023 comes to a close, Michael Rosen, Principal & Chief Investment Officer at Angeles Investments, joins Money Life with Chuck Jaffe to discuss his expectations for the economy and what investors should look out for in 2024.

    LISTEN TO PODCAST
  • GIVING

    GIVING "FOXY" A VOICE - A DISCUSSION WITH MICHAEL ROSEN ON Q2-2023 COMMENTARY 07-27-2023

    In this discussion, Angeles CIO Michael Rosen & Managing Director Garry Duncan delve into the core themes of Michael's Q2 Commentary, "Foxy". The conversation touches on the advantages of being a fox, risk of recession, inflation & monetary policy.

    WATCH VIDEO
  • 2023 SUSTAINABILITY REPORT

    2023 SUSTAINABILITY REPORT 04-05-2024

    Angeles Investments believes transparency is key to accountability. With this in mind, we are proud to share the 2023 Angeles Sustainability Report. This annual report highlights our sustainability initiatives and progress made during 2023.

    READ INSIGHT
  • TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT

    TRANSITIONING TO OCIO: ENHANCING A FOUNDATION'S MISSION ALIGNMENT 04-02-2024

    A community foundation embarked on a transformative journey to elevate its investment effectiveness and mission alignment. The following case study highlights a foundations transition to a fully discretionary, OCIO.

    READ INSIGHT
  • SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY

    SPEAKER SERIES: BEN MCKENZIE & JON FOSTER TALK CRYPTOCURRENCY 02-26-2024

    At the height of the pandemic, TV star Ben McKenzie was the perfect mark for cryptocurrency. Lured in by the promise of taking power from banks, possibly improving democracy, and sure, a touch of FOMO, McKenzie dove deep into blockchain.

    WATCH VIDEO
  • MARCH 2024 GLOBAL MARKET INDEX PERFORMANCE

    MARCH 2024 GLOBAL MARKET INDEX PERFORMANCE 04-01-2024

    Global equity returns were positive for March. The S&P 500 returned 3.2% and the MSCI ACWI increased 3.2%, while developed non-U.S. equities (MSCI EAFE) rose 3.3%. In the U.S., value stocks outperformed growth while small cap outperformed large cap.

    READ MARKET UPDATE
  • ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY

    ADVISORS INCREASING ALLOCATIONS AS SMALL-CAPS RALLY 03-22-2024

    "Our investment approach tends to emphasize profits, and small-cap stocks have generally been less profitable than large-cap stocks," said Angeles CIO, Michael Rosen. "Small-caps are also much more leveraged than large-caps, thus riskier..."

    READ NEWS
  • GETTING A FAMILY TO THE TABLE TO DISCUSS GIVING IS TOUGHER THAN IT SOUNDS

    GETTING A FAMILY TO THE TABLE TO DISCUSS GIVING IS TOUGHER THAN IT SOUNDS 03-19-2024

    "The real question is 'What is our clients legacy?'" Chloe said. "What does that mean? And so we make sure that the plans we put forward reflect that and can make sure that their legacy is carried forward."

    READ NEWS
  • IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS.

    IS YOUR ADVISORY CLIENT CONSIDERING A CHARITABLE LEGACY? HERE ARE SOME TIPS. 03-13-2024

    Chloe Wohlforth, partner at Angeles Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can best help clients making the transition from accumulating assets to creating a charitable legacy.

    WATCH VIDEO
  • WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH

    WALL STREET TURBOCHARGES BITCOIN'S WILD RALLY AND RAKES IN CASH 03-01-2024

    "Wall Street will embrace whatever will raise them money so that doesn't let you know whether it's good or bad," said Michael Rosen, CIO at multi-asset investment firm Angeles Investments, adding that he believes faith in cryptocurrencies...

    READ NEWS
  • SEC/ADV | FORM CRS
  • © 2024 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2024
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC
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