In partnership with our clients, we set investment goals and establish a long-term asset allocation framework. We augment traditional asset allocation with an opportunistic and fundamental view of markets, allocating to niche opportunities and mispriced asset classes as market conditions unfold.
We turn the traditional portfolio construction process on its head and start by building a portfolio with what we believe are the most exceptional investment managers, regardless of asset class. Rather than reflexively filling each asset class bucket with mediocre active managers, we achieve our asset allocation goals by filling the gaps with low-fee passive instruments.
We manage risk by monitoring underlying manager positions and measuring overall portfolio exposures to various fundamental and macroeconomic risks and mitigating unintended exposures.
Angeles has been providing discretionary “Outsourced CIO” investment services to our clients since 2002. Today, we work with more than two dozen clients, have more than $2.5 billion in discretionary assets under management, and our firm is GIPS-compliant.
Angeles has been providing customized general consulting services to institutional plans sponsors since the inception of our firm. Today, we serve as investment consultants to approximately $27 billion in consulting assets.
Angeles Wealth Management, LLC was founded to provide wealthy individuals and families with investment advice generally available to large institutional investors.