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.

Our Insights

  • Blog

    Jolt

    Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, which may have been true, but that it was strongly in...

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  • Quarterly Commentary

    Close Haul

    Sailing has been an inextricable companion of human development and civilization. Artifacts over 7,000 years old contain...

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  • Blog

    Jolt

    Two weeks ago (13 August, No Panic (Yet)) I noted that the renminbi devaluation was officially described as a modest alignment with market forces, which may have been true, but that it was strongly in...

    READ MORE
  • Quarterly Commentary

    Close Haul

    Sailing has been an inextricable companion of human development and civilization. Artifacts over 7,000 years old contain...

    VIEW ARCHIVE

Investment Services

  • 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 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

    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

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

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  • 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

    Principal & Chief Investment Officer

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

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  • 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

    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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  • Peter Stein, CFA

    Managing Director

    Peter Stein has 30 years of institutional investment experience with some of the largest and most sophisticated...

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  • 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

    Managing Director & Partner

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

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Michael J. Burlon

Director, Hedge Funds & Partner

Michael joined Angeles Investment Advisors in 2010 and is a partner of the firm.

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Aaron M. Azelton, CFA

Director, Public Markets

Aaron joined Angeles Investment Advisors as a Manager Research Consultant in 2012.

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Susan Yun Lee

Director, Private Capital

Susan oversees private capital manager research and selection and works with institutional investor...

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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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NEWS & Events

NEWS & EVENTS

Roundtable 2014

Michael Rosen - Speaker
Roundatable for Consultants & Institutional Investors
Chicago, IL - October 2014

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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