About Us

Angeles As A Leading OCIO For Institutions

Our Mission Statement

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.

  • Independent

    Angeles is an independent, employee-owned firm affording the ability to set our own destiny and fulfill our obligations to clients as their co-fiduciary.

  • Independent

  • Deliberate Size

    Our size is deliberate. We are big enough to identify the great investment ideas, but not so big that we can't invest for our clients in ways which have meaningful impact to returns.

  • Innovative Approach

  • Innovative Approach

    We take an innovative approach to asset allocation to achieve our clients' long-term goals.

  • Innovative Approach

  • CIO Mindset

    We bring a CIO mindset and partnership mentality which extends beyond simply managing assets and provides depth, context, resource and perspective to our clients as they weigh consequential decisions and navigate challenging issues.

  • Highly Accessible and Fully Resourced Investment Office

    Highly Accessible & Fully Resourced Investment Office

    Support from seasoned professionals, including CIO, research, operations, and reporting, each with 20+ years of industry and non-profit experience.

  • Governance and Deep Experience

    Governance & Deep Experience

    Development and ongoing review of IPS, key policies, and structures to ensure thoughtful and thorough governance.

  • Proven Track Record

    Proven Track Record 

    Angeles is a GIPS® compliance firm. Since inception, 84% of rolling quarterly, annualized 5-year returns show net positive excess returns against benchmark returns (March 2002- March 2024).

  • Dynamic Investment Strategy and Private Markets Access

    Dynamic Investment Strategy & Private Markets Access

    Focused on long-term results while managing short and medium-term risks. Suite of private markets strategies enabling diversified access to important portfolio return drivers.

  • Diverse, Collaborative Organization

    We leverage a diverse, collaborative organization which facilitates agile actions, efficiency in decision-making and execution.

  • Diverse, Collaborative Organization

  • High Conviction, Dynamic Portfolios

    We translate high-conviction views into dynamic portfolios.

  • Operating with Integrity

  • Operating with Integrity

    B Corp™ Certified

  • Operating with Integrity
The Angeles Difference:
 
  • Paper with charts, data and magnifying glass

    Actively questioning assumptions

  • Folder with papers

    Taking an innovative investment approach that is required to achieve our clients' goals.

  • Gameplan illustration with chess pieces

    Translating high-conviction views into dynamic portfolios.

  • Two people shaking hands

    Building a diverse, collaborative organization that facilitates agile actions.

At a Glance Facts as of March 31, 2024

  • 39%

    of our clients have been with us for over 10 years*

  • 100%

    Employee-owned firm founded in 2001.

  • $6.4B

    in OCIO relationships**

  • $32.3B

    in consulting relationships***

  • GIPS®

    compliant since 2002****

*Includes time spent at Asset Strategy Consulting. **OCIO assets represent SEC regulatory assets under management. ***For the $32.3 billion in advisory 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.

We believe these sustainable competitive advantages accrue to the benefit of our clients and their mission.

  • Howard Perlow

    Co-Founder & CEO of Angeles Investments

  • Michael Rosen

    Co-Founder & CIO of Angeles Investments

  • Jon Foster

    Founder & President of Angeles Wealth Management
Our History

Full Service Investment Office for Over 20 Years

2001

Angeles was founded in 2001 to enhance 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. Angeles began offering OCIO services in 2002.

2011

Angeles Wealth Management, LLC (Angeles Wealth) was founded in 2011 to provide institutional quality investment management services to high net worth individuals and families.

2016

Angeles launched our co-mingled private investment vehicles to serve as building blocks and provide better access and efficiency to all clients regardless of size.

2023

Angeles announced the formation of the Angeles Private Investment Company (APIC) division, increasing our focus on private assets within client portfolios and an opportunity to formalize structure around the key individuals and resources dedicated to sourcing, delivering, and monitoring private market assets for our clients.

We strive to build portfolios of best-in-class investment managers across all asset classes. If you would like to be considered for our portfolios, please contact us using our manager inquiries form.
© 2024 Angeles Investment Advisors, LLC & Angeles Wealth Management LLC