Our Business

Angeles Investment Advisors LLC provides independent investment advice to a diverse group of sophisticated institutional clients.

Ranging across endowments, foundations, corporations, public pensions, insurance companies, and select high net worth families, our clients are among the most forward-thinking in the institutional market.

Angeles’ expertise includes asset allocation, manager evaluation (in traditional and alternative asset classes), portfolio construction, risk management and total portfolio oversight.

Our emphasis on research distinguishes the firm. Angeles’ proprietary capital market and manager research is for the exclusive use of our clients. Our advice and research are tailored to meet each client’s needs and investment objectives.

The firm was founded in 2001 by Leslie Kautz, Howard Perlow and Michael Rosen. Our seasoned team of investment management professionals has a diverse range of backgrounds, with credentials as consultants, plan sponsors, investment managers, economists, and academics.

Angeles is an independent, 100% employee-owned firm.

Angeles is registered as an investment advisor with the SEC. Our offices are located in Santa Monica, CA.

The Angeles Advantage

Research
Angeles' clients benefit from our proprietary, in-house research. Our proactive engagement with the markets distinguishes us among consulting firms; instead of hiding behind long-run, mean-variance optimization models, we strategically analyze the shifting fundamentals of the markets and the economy to position our clients for superior investment results. Since research is a hallmark of the firm, senior team members are actively involved in all aspects of capital market and manager research.

Service
At Angeles, every client is important and valued, and outstanding client service is a top priority. In all dealings with our clients we strive to be proactive, accessible and transparent. Angeles has a stable team of investment professionals, and at least one partner is dedicated to every client relationship. We pride ourselves on establishing and maintaining longstanding relationships with our clients.

Independence
Angeles Investment Advisors has only one line of business: providing investment advice to institutional investors. With all our revenue derived from advisory and research work for our clients, we believe we are free from potential conflicts of interest. Our clients can be certain that all of our time, energy and efforts are devoted to providing them with the best possible investment.