- Who We Serve
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OCIO for Nonprofits & Institutions
As an outsourced investment office Angeles enhances 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.
As a co-fiduciary with each client, Angeles is a true partner, aligned in overseeing their investment program and providing support beyond simply managing assets.
Why Angeles for Institutional OCIO
As an outsourced investment office Angeles enhances 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.
As a co-fiduciary with each client, Angeles is a true partner, aligned in overseeing their investment program and providing support beyond simply managing assets.
Our Institutional Clients Non-Profits - Our Core Focus
Foundations, endowments, and other non-profit institutions represent the majority of our clients. We work with our non-profit clients to structure customized portfolios that take advantage of their status as long-term investors, while balancing the spending, ESG interests, and liquidity needs of the institutions they support. In our longstanding relationships, we have implemented innovative and thoughtful investment programs and delivered successful results over time.
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Higher-Education
CIC Partnership
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Independent Schools
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Community Foundations
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Cultural & Religious Institutions
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Healthcare
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Corporate Clients
Angeles has worked with corporate clients since the inception of our firm, customizing defined benefit and defined contribution plans. We collaborate to structure portfolios that are sensitive to the impact of portfolio performance on corporate financial statements and address each entity's unique asset/liability profile.