Angeles Investments
Angeles Investments is a multi-asset investment firm offering customized global investment solutions to institutional and private wealth clients, with a strong focus on mission-related investing and a commitment to responsible practices.
Services
Angeles Investments offers a wide range of services tailored to both institutional and private wealth clients. The firm focuses on total portfolio management, incorporating targeted exposure and risk management through its proprietary portfolio management framework. Angeles Wealth Private Trust provides trust solutions for clients with specific financial, family, or business needs. The firm emphasizes mission-related investing and has been helping clients align their investment portfolios with their mission-related goals for over 20 years.
History
Angeles Investments has been providing customized investment programs for sophisticated investors for over 18 years. Since its inception, the firm has grown to manage approximately $6.4 billion in OCIO relationships and $35.7 billion in consulting relationships as of December 31, 2023. The firm is also notable for being named a Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants for seven consecutive years. Angeles Investments has maintained GIPS® compliance since 2002 and is a Certified B Corporation™.
Locations
Angeles Investments operates out of three primary locations in the United States: Santa Monica, California; New York, New York; and Houston, Texas. These strategic locations enable the firm to effectively serve a broad spectrum of clients across the country. Each office is equipped to provide the firm's comprehensive suite of investment services.
Certifications and Compliance
Angeles Investments is a Certified B Corporation™, which signifies its commitment to putting people and the planet alongside profit. The firm has been GIPS® compliant since 2002, ensuring a high standard of ethical practice and performance reporting. Additionally, Angeles Investments is a signatory to the United Nations-backed Principles of Responsible Investing (PRI), reflecting its dedication to responsible and sustainable investment practices.
Events
Angeles Investments actively engages with its clients and the broader investment community by hosting events around the country. These events focus on recent market events, current market conditions, and how these factors shape investment strategies. Through these events, the firm provides valuable insights and fosters discussions that help clients stay informed and make better investment decisions.