Angeles Investments  

Founded in 2001, Angeles Investments is an outsourced chief investment office (OCIO), enhancing our clients’ ability to serve their constituents and communities by providing the resources of a comprehensive investment office and the experience and framework necessary for sound governance.

• Angeles is an independent, employee-owned firm affording the ability to set our own destiny and fulfill our obligations to clients as their co-fiduciary.
• We bring a CIO mindset and partnership mentality which extends beyond simply managing assets and provides depth, context, resource and perspective to our clients as they weigh consequential decisions and navigate challenging issues.
• Our size is deliberate. We are big enough to identify the great investment ideas, but not so big that we can’t invest for our clients in ways that have meaningful impact on returns.
• We take an innovative approach to asset allocation to achieve our clients' long-term goals.
• We translate high-conviction views into dynamic portfolios.
• We leverage a diverse, collaborative organization, which facilitates agile actions, efficiency in decision-making, and execution.
• Angeles' cost-efficient investment implementation vehicles enable all clients, regardless of size, access to our best idea and best-in-class managers across all asset classes.

Endowments, foundations, 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.