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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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  • B Corp TM
  • 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

    $44.9 BILLION IN ASSETS* $6.5 Billion Discretionary
    $38.4 Billion Consulting

    $44.9 BILLION IN ASSETS* $6.5B Discretionary
    $38.4B 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 $38.4 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 2023 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for seven 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, 2022, and 2023 studies. Angeles does not pay to have its clients participate in the study. The Coalition Greenwich 51st annual U.S. Institutional Investors Study included responses from 708 individuals from 575 of the largest tax-exempt funds in the United States, including corporate, public, union and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Ratings are based on a subset of Angeles clients only; your experience may be different. This award evaluates the quality of services previously provided, and is not indicative of Angeles’ future performance.

ARTICLES & INSIGHTS arrow

  • 2ND QUARTER 2024 - VERSCHLIMMBESSERUNG

    2ND QUARTER 2024 - VERSCHLIMMBESSERUNG 07-08-2024

    Investors make two big mistakes in assessing the risks of volatility and liquidity in equities. Solving for one problem creates a far bigger one, a notion captured by this mouthful of a German word, Verschlimmbesserung.

    READ COMMENTARY
  • BEACH READING

    BEACH READING 05-08-2024

    I'm happy to go to the beach year-round, but it's now really becoming beach weather, so I have five new book suggestions for your next trip to the beach.Nonfiction

    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
  • AWM SPEAKER SERIES FEATURING BESTSELLING AUTHOR MORGAN HOUSEL

    AWM SPEAKER SERIES FEATURING BESTSELLING AUTHOR MORGAN HOUSEL 05-10-2024

    We are pleased to continue this series with a live fireside chat with bestselling author Morgan Housel, and our esteemed hosts, Angeles Wealth senior advisors Ann Deaton and Rick Nott.

    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
  • JUNE 2024 GLOBAL MARKET INDEX PERFORMANCE

    JUNE 2024 GLOBAL MARKET INDEX PERFORMANCE 07-01-2024

    Global equity and bond returns were mostly positive in June. The S&P 500 returned 3.6%, the MSCI ACWI increased 1.9%, and developed non-U.S. equities (MSCI EAFE) fell -1.6%. In the U.S., growth stocks significantly outperformed value.

    READ MARKET UPDATE
  • HERE'S WHERE MONEY MANAGERS ARE SEEKING INCOME AT MID-YEAR AS RATES STAY HIGH

    HERE'S WHERE MONEY MANAGERS ARE SEEKING INCOME AT MID-YEAR AS RATES STAY HIGH 07-05-2024

    The prospect of "higher for longer" rates has made short-term fixed income assets especially attractive. In a recent CNBC article, our CIO, Michael Rosen, discussed how we're using collateralized loan obligations (CLOs) in portfolios.

    READ NEWS
  • A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES

    A BACKDOOR ROTH AND 2 MORE WAYS TO SAVE ON TAXES 06-10-2024

    Safeguarding family wealth across generations requires careful planning, particularly when implementing optimal tax strategies. In a piece written by our managing director Rick Nott, he explores three crucial, lesser-known, strategies.

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  • EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST

    EMERGING-MARKET STOCKS' LATEST BOUT OF WEAKNESS LIKELY WON'T LAST 06-05-2024

    "EM markets as a whole have been less profitable. They have lower valuations, but that's because they should have lower valuations," Rosen said. He also notes the consistent outperformance & reliability of the U.S. compared to international markets.

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  • ADVISORS NAME THE MOST OVERLOOKED FINANCIAL ISSUES DURING DIVORCE PROCEEDINGS

    ADVISORS NAME THE MOST OVERLOOKED FINANCIAL ISSUES DURING DIVORCE PROCEEDINGS 06-05-2024

    "It's not just about investing, but they need to also provide emotional support and empathy to their clients during this difficult time in addition to offering practical financial advice," says our partner and head of the New York office Harry Grand.

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    ANGELES WEALTH MANAGEMENT, LLC