FORWARD-THINKING INVESTORS

Angeles Investment Advisors provides wholly independent investment advice and customized total portfolio implementation to sophisticated and forward-thinking institutional investors. Through our rigorous research and access to best-in-class managers across markets, we strive to deliver superior investment results over the long term.

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Our Insights

  • Hope and Reality

    Blog

    Hope and Reality

    Why is everyone so happy? Well, maybe not everyone, but a lot of people are as optimistic as they’ve been in a long while. Start by looking at consumer confidence, as collated by the Conference Board ...

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  • Quarterly Commentary

    Quarterly Commentary

    The Last Shogun

    Japan has been ruled by the Yamato dynasty for nearly 2,700 years, the longest continuous monarchy in the world. From Jimmu to kihito, 125 emperors have held the Chrysanthemum Throne.

    View Archive VIEW ARCHIVE
  • Hope and Reality

    Blog

    Hope and Reality

    Why is everyone so happy? Well, maybe not everyone, but a lot of people are as optimistic as they’ve been in a long while. Start by looking at consumer confidence, as collated by the Conference Board ...

    Read More READ MORE
  • Quarterly Commentary

    Quarterly Commentary

    The Last Shogun

    Japan has been ruled by the Yamato dynasty for nearly 2,700 years, the longest continuous monarchy in the world. From Jimmu to kihito, 125 emperors have held the Chrysanthemum Throne.

    View Archive VIEW ARCHIVE

Investment Services

  • Investment Overview

    Investment Overview

    In partnership with our clients, we set investment goals and establish a long-term asset allocation framework. We augment traditional...

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  • Outsourced Investment

    OUTSOURCED INVESTMENT OFFICE

    Angeles has been providing discretionary “Outsourced CIO” investment services to our clients since 2002. Today, we work with more than...

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  • General Consulting

    GENERAL CONSULTING

    Angeles has been providing customized general consulting services to institutional plans sponsors since the inception of our firm. Today we serve as investment...

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  • Wealth Management

    WEALTH MANAGEMENT

    Angeles Wealth Management, LLC was founded to provide wealthy individuals and families with investment advice generally available to...

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  • Investment Expertise

    AREAS OF EXPERTISE

    Endowments & Foundations, Governments, Corporations & Insurance, Defined Benefit, Defined Contribution Plans & Private Clients...

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Our Senior Team

Consultants
  • Michael A. Rosen

    Michael A. Rosen

    Principal & Chief Investment Officer

    Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, and investment consultant.

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  • Leslie B. Kautz, CFA

    Leslie B. Kautz, CFA

    Principal

    Leslie was a founder of Angeles Investment Advisors in 2001 and of Asset Strategy Consulting in 1991.

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  • Howard D. Perlow, CFA

    Howard D. Perlow, CFA

    Principal

    Howard is one of the founding partners of Angeles Investment Advisors in 2001, and of Asset Strategy Consulting in 1991.

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  • Anna L. McGibbons, CFA

    Anna L. McGibbons, CFA

    Managing Director & Partner

    Anna joined Angeles Investment Advisors at its founding in 2001, and is a partner of the firm.

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  • Shana Mulkerin

    Shana Mulkerin

    Managing Director & Partner

    Shana joined Angeles Investment Advisors in 2005 and is a partner of the firm.

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Michael J. Burlon

Michael J. Burlon

Director, Hedge Funds & Partner

Michael joined Angeles Investment Advisors in 2010 as a Hedge Fund Research Associate.

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Aaron M. Azelton, CFA

Aaron M. Azelton, CFA

Director, Public Markets & Partner

Aaron joined Angeles Investment Advisors as a Manager Research Consultant in 2012 and is a partner of the firm.

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Stephen T. Smetana

Stephen T. Smetana

Chief Compliance Officer & Partner

Steve joined AIA in 2008 as the Director of Funds Management and Chief Compliance Officer.

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Gina Cadei

Gina Cadei

Senior Associate, Operation & Partner

Gina executes trades for discretionary portfolios and monitors these portfolios for compliance with asset allocation.

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Tatijana Janko

Tatijana Janko

Director, Business Development

Tatijana joined Angeles Investment Advisors in 2014. Prior to joining Angeles, Tatijana worked as a marketing...

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NEWS & Events

News and Events

NEWS & EVENTS

MULTIPOLARITY PRESENTATION BY MICHAEL ROSEN

Thank you to the 29 foundations and endowments that participated in the Angeles Foundation Symposium. Click below to watch the full presentation.
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    PROACTIVE

    We actively identify investment strategies that are not currently present in client portfolios and tactically implement them in the face of faster moving market environments.

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    THOROUGH AND INTELLECTUALLY HONEST

    Our senior professionals are involved in all stages of the research process, from the germ of a new idea, through analysis, and into a client portfolio. While portfolios are customized, our advice is intellectually consistent across clients and seeks to minimize conflicts.

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    ACCOUNTABLE FIDUCIARIES

    We never forget that we are co-fiduciaries by your side, and Angeles will be your advocate in every sense of the word.

OUR PHILOSOPHY