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Featured News
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![Tis Almost the Season: the Holiday Gifts Financial Advisors Are Giving Clients]()
17 Nov, 2021Tis Almost the Season: the Holiday Gifts Financial Advisors Are Giving Clients
WeÃre sending them absolutely nothing. Instead, we make donations to nonprofits in their honor. And we have. It's identified by what the staff and our community has identified to us as places that should be supported. It's a pretty diverse group.
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![Why Grantors Should Focus on Capacity-Building to Scale Impact]()
26 Oct, 2021Why Grantors Should Focus on Capacity-Building to Scale Impact
Of all the ways grantors can help nonprofits scale impact, capacity-building is the most effective over the long term. Grantors often think about impact in terms of the specific programs they fund, but these programs will only be as good as the...
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![West Takes East: Harry Grand and AWMÃs Triumphant Charge Into NYC]()
21 Oct, 2021West Takes East: Harry Grand and AWMÃs Triumphant Charge Into NYC
From a temporary office as a solo show, Grand has grown the NYC office significantly, in client relationships, assets and talent, bringing aboard four highly experienced wealth management professionals who report to him.
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![Tax-Savvy Wealth Mgmt. Surges in Importance for Financial Advisors & Clients]()
15 Oct, 2021Tax-Savvy Wealth Mgmt. Surges in Importance for Financial Advisors & Clients
Harry Grand, senior managing director of Angeles Wealth Management, sees that divide as something to protect. Financial advice and tax planning both deal with complex issues and should be dealt with by separate individuals or teams.
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![Solar & Water Shortages May Define Future But Doesn't Make Them Good Investments]()
22 Sep, 2021Solar & Water Shortages May Define Future But Doesn't Make Them Good Investments
"It's great to identify sectors with great demand, and the structural demand for those two sectors seems right for a long period of time," said Michael Rosen, CIO at Angeles in Santa Monica, Calif. "But that's just one element. The other is supply."
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![Angeles Investments Advisors Appoints Sapna Shah as Managing Director]()
21 Sep, 2021Angeles Investments Advisors Appoints Sapna Shah as Managing Director
Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio oversight, corporate responsibility, diversity and inclusion, and sustainable social impact.
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![Her Father Perished on 9/11. She Became an Advisor to Help Others Plan]()
11 Sep, 2021Her Father Perished on 9/11. She Became an Advisor to Help Others Plan
For Chloe Wohlforth, Sept. 11, 2001 started out like an ordinary day. That began to change as she was sitting in her high school French class in Greenwich, Connecticut, and a friend came in and said a plane had just flown into the World Trade Center.
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![Covid-19 Is Still Raging. How Advisors Are Keeping Their Workplaces Safe.]()
2 Sep, 2021Covid-19 Is Still Raging. How Advisors Are Keeping Their Workplaces Safe.
Although Covid-19 restrictions are everchanging, Angeles has prioritized a safe work environment for our employees and clients. In a recent Barron's article, Jon Foster discusses our firm's approach to ensuring our employees feel safe at the office.
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![Op-ed: Traditional 60/40 Portfolio Has Actually Reached Its Expiration Date]()
2 Sep, 2021Op-ed: Traditional 60/40 Portfolio Has Actually Reached Its Expiration Date
The traditional 60/40 portfolio has served investors well, but it has reached its expiration date. In an Op-ed for CNBC, Angeles CIO Michael Rosen outlines his thinking on why high-quality bonds no longer have a place in portfolios.
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![1.3% and 16%? As 2 and 20 Fades, Hedge Funds See New Fee Pressure]()
1 Sep, 20211.3% and 16%? As 2 and 20 Fades, Hedge Funds See New Fee Pressure
With many asset managers predicting lower market returns in the next decade, hedge funds that charge high fees and need high returns to justify them face a challenge, said Michael Rosen, principal and CIO at Angeles Investment Advisors.
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![Texas Pension Reallocates Opportunistic Credit Sleeve to Fixed Income]()
1 Sep, 2021Texas Pension Reallocates Opportunistic Credit Sleeve to Fixed Income
Pensions are moving away from core fixed income as they seek to make a tradeoff between volatility and yield, said Michael Rosen, principal and CIO at Angeles Investment Advisors.rn"If you're looking for reasonable steady income, with low volatility..
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![Analysis: UN Climate Report Increases Urgency for Green Investment Funds]()
10 Aug, 2021Analysis: UN Climate Report Increases Urgency for Green Investment Funds
"It's easy to exclude coal companies or bad actors from your portfolio and only invest in companies that are green. The real impact comes from taking high carbon emitters and forcing them to modify their behavior," said Michael Rosen, CIO of Angeles.
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![Biden Bill May Boost Pensions' Appetite for Infrastructure]()
3 Aug, 2021Biden Bill May Boost Pensions' Appetite for Infrastructure
"There is an enormous illiquidity aspect to investing in infrastructure" said Michael Rosen, principal and CIO at Angeles Investment Advisors. These typically are projects that are 10, even 20 years. And so to lock up your money, to give up...
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![Equities remain the place to be for long-term growth: Angeles Wealth Management]()
6 Jul, 2021Equities remain the place to be for long-term growth: Angeles Wealth Management
Our Chief Investment Officer Michael Rosen sits down with Yahoo! Finance to provide his perspectives on the market, current uncertainties faced by investors, and the role equities can play in a long-term growth portfolio.
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![4 Reasons to Call It Quits With Your Financial Advisor]()
24 Jun, 20214 Reasons to Call It Quits With Your Financial Advisor
"There should be no discussion about investments until there's a deep dive and discovery on your current lifestyle, expenses, family members and retirement goals," says Harry Grand of Angeles Wealth Management.
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![Angeles Wealth's Jon Foster: Ugly Surprise Stalks Advisory Industry]()
11 Jun, 2021Angeles Wealth's Jon Foster: Ugly Surprise Stalks Advisory Industry
Jonathan Foster, President and CEO of Angeles Wealth, discusses his take on the wealth management industry, our differentiated approach and business model, and, as a result, our rapid growth and the appeal of our wealth advisory practice.
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![Reasons To Be Bullish On The Economy Right Now]()
5 Jun, 2021Reasons To Be Bullish On The Economy Right Now
The economy will see the fastest growth this year since 1950, says Michael Rosen of Angeles Investments. Corporations are short of supply in face of a booming demand, and will spend to boost output, he adds. Financial conditions are as accommodative
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![Stocks Pop as Solid Jobs Report Soothes Investor Fears]()
4 Jun, 2021Stocks Pop as Solid Jobs Report Soothes Investor Fears
"This is not a game-changer for the Fed," said Michael Rosen, managing partner and chief investment officer with Angeles Wealth. Rosen added that the jobs data also show that the economy is continuing to rebound at a solid clip, which will allay...
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![What Financial Advisers are Reading This Summer]()
3 Jun, 2021What Financial Advisers are Reading This Summer
"Think Again: The Power of Knowing What You Don't Know" (2021) by Adam M. Grant - For professional growth, this one is fascinating to me. Think Again explores the art of thinking and intellectual humility.
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![What's Next for the Advisor's Office?]()
3 Jun, 2021What's Next for the Advisor's Office?
Many commercial landlords have had to reverse trends towards open offices - where teams work in close proximity in "huddle spaces" - to create separated, defined spaces where a virus can't spread as easily, says Jonathan Foster, CEO of Angeles Wealth
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![Stocks Close Mostly Lower as Yellen Says Interest Rates Likely to Rise]()
4 May, 2021Stocks Close Mostly Lower as Yellen Says Interest Rates Likely to Rise
Michael Rosen, Managing Partner and CEO at Angeles Wealth Management, says Yellen's comments threw a wrench into the market, even though her comments shouldn't have come as a major surprise.
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![RVK and Angeles Top Greenwich Consultant Rankings Four Years Straight]()
30 Apr, 2021RVK and Angeles Top Greenwich Consultant Rankings Four Years Straight
Michael Rosen, Angeles' chief investment officer, says his firm's size gives it a structural advantage. Angeles, which just marked its 20th anniversary, has had little employee or client turnover and is big enough to have the resources to identify...
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![U.S. economy to see strongest growth since 1950: Angeles Wealth Management CIO]()
28 Apr, 2021U.S. economy to see strongest growth since 1950: Angeles Wealth Management CIO
Michael Rosen, Angeles Wealth Management CIO & Co-Founder, joins Yahoo Finance Live to discuss outlook on the economy amid FOMC published statements.
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![Fourth Consecutive Year Angeles Wins the Greenwich Quality Leader Award]()
27 Apr, 2021Fourth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
For the fourth time, Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for four consecutive years.
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