Latest Quarterly Commentary: 4th Quarter 2023 - Storms - 01/09/2024 • Latest Blog Post: Fireside Reading - 03/01/2024
Latest Commentary: 4th Quarter 2023 - Storms - 01/09/2024 •
Latest Blog: Fireside Reading - 03/01/2024

  • DIVERSE SKILL AND EXPERTISE

    Angeles Wing

    Angeles believes that being a preferred investment partner means you possess the skill and expertise to access global markets and manage portfolios for a wide array of client types with unique needs.

    Howard Perlow - Diverse Skill and Expertise Howard Perlow - Diverse Skill and Expertise

    TYPES OF CLIENTS WE WORK WITH

    • Non-Profits

      NON-PROFITS

      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.

    • CORPORATE PENSION PLANS

      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.

    • DEFINED BENEFIT PLANS

      We work with boards, investment staff, committees and trustees on all aspects of managing a defined benefit investment program. Our work includes investment policy development, asset allocation, investment structure analysis, manager selection and evaluation, and performance evaluation and measurement.

      We believe that compounding strong risk-adjusted returns is the best approach to ensure long-term viability of plans.

      At Angeles, our teams work closely with our clients to ensure that day-to-day operations of the portfolios are smooth, efficient and cost effective, and that investment policy is aligned appropriately with pension objectives and liabilities.

    • DEFINED CONTRIBUTION PLANS

      In addition to working with plan sponsors to build customized investment menus that address the needs of a broad range of plan participants, we have built sophisticated balanced fund portfolios and designed multi-asset class options, bringing institutional management options and cost structures to an often underserved market. We have provided advisory services to defined contribution plans for many years.

    • Corporate Insurance Funds

      CORPORATE INSURANCE FUNDS

      Angeles has worked with corporate insurance funds since the inception of our firm, customizing tax-efficient insurance portfolios within their respective regulatory regime. We work with our clients 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.

    • Corporate Insurance Funds

      PERMANENT WEALTH FUNDS

      We believe Angeles provides access to world-class investments in pooled structures as well as customized solutions to sovereign wealth funds with very long-term investment horizons, seeking to accrete wealth through compounding returns.

  • We strive 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.

  • MANAGER INQUIRIES
  • SEC/ADV | FORM CRS
  • © 2024 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
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    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC