“Angeles Investments: Continuously Excelling in Client Service and Recognition”
Angeles Investments, a prominent multi-asset investment management firm overseeing approximately $6.4 billion in discretionary assets and $35.7 billion in advisory assets1, has once again garnered acclaim from Coalition Greenwich, securing the Greenwich Quality Leader Award for 2023. This marks the seventh consecutive year that Angeles has been honored with this prestigious accolade.
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Angeles Investments
Coalition Greenwich, an esteemed global division of CRISIL specializing in strategic benchmarking, analytics, and insights for the financial services industry, aims to spotlight firms that distinguish themselves through exceptional levels of client service, aiding institutions in realizing their investment objectives and goals.
Angeles Investments Howard Perlow, Co-Founder and CEO of Angeles, expressed his elation at the firm’s continued recognition, stating, “We are thrilled to have been recognized again, and for the 7th consecutive year, for our laser focus on delivering what we believe to be the best client service and client experience in our industry.” Perlow attributed this success to Angeles’ dedicated staff, ingrained culture, and enduring client relationships, some spanning decades.
He emphasized Angeles’ unique position as the sole firm of its magnitude to receive such consistent recognition over an extended period, underscoring the privilege of collaborating closely with clients as true partners, facilitating their endeavors and driving positive outcomes. Perlow conveyed the firm’s enduring gratitude for the trust vested in Angeles as a steward and fiduciary partner.
The determination of the Greenwich Quality Leader Angeles Investments Award recipients was informed by Coalition Greenwich’s 51st annual U.S. Institutional Investors Study, which garnered insights from 708 individuals representing 575 of the largest tax-exempt funds in the United States. These encompassed corporate, public, union, endowment, and foundation funds, possessing pension or investment pool assets surpassing $150 million2.
Angeles Investments Investments serves as the Outsourced Chief Investment Office (OCIO) for institutions and nonprofits, including higher education institutions, independent schools, and corporations, while also advising esteemed investors through its wealth management platform. As fiduciaries committed to advancing the best interests of their clients, Angeles specializes in crafting optimal outcomes via strategic asset allocation and high conviction investments across alternative and traditional asset classes, all orchestrated through a comprehensive investment office. Established in 2001, Angeles is headquartered in Santa Monica, CA.
Annotations:
- As of December 31st, 2023
- Ratings are based on a subset of clients only; individual experiences may vary. This award reflects past service quality and does not guarantee future performance.
Angeles Investment Advisors, LLC operates as an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information regarding client participation in the survey and the adviser’s investment advisory services, as outlined in its Form ADV Part 2, is available upon request.
