Angeles Investments Recognized as a Leading Investment Consultant
Angeles Investments, a multi-asset investment management firm managing approximately $6.8 billion in discretionary assets and $31.5 billion in advisory assets, has been named one of the best investment consultants by Coalition Greenwich. This award highlights the firm’s commitment to excellence in client service and signifies its outstanding reputation within the investment community.
Significance of the Recognition
This recognition comes as a result of the firm's outstanding performance in key areas such as providing proactive advice, understanding client objectives, and maintaining strong communication with clients. For eight consecutive years, Angeles Investments has been acknowledged as a best investment consultant for midsize investment consultants serving institutional investors, showcasing the firm's sustainable dedication to its clients.
Understanding Client Goals
Angeles Investments has developed a reputation for its deep understanding of client aims and financial needs. The firm emphasizes that effective investment strategies stem from a robust partnership with clients. By prioritizing the goals of these institutions, Angeles Investments has effectively positioned itself as a vital partner in the investment decision-making process.
Commitment to Excellence
In its ongoing effort to exceed client expectations, Angeles Investments employs a philosophy centered around high-quality client service. The feedback from clients has reaffirmed that Angeles stands out among competitors due to its innovative ideas and adaptability to client requests. This consistent feedback is not just a metric of success but also a reflection of the firm’s ethos.
Research and Methodology
Coalition Greenwich conducted its annual U.S. Institutional Investors research highlighting engagement from participants across several sectors. This thorough approach included 699 individuals responding from 563 significant tax-exempt funds, representing a cross-section of corporate, public, and nonprofit entities. Each of these organizations is typically engaged in managing assets exceeding $150 million.
About Angeles Investments
Established in 2001, Angeles Investments is an investment management firm that specializes in serving as the Outsourced Chief Investment Office (OCIO) for a variety of institutions. The firm caters to higher education, independent schools, and different corporations while also advising high-net-worth individuals through its comprehensive wealth management platform. With a fiduciary responsibility, Angeles is dedicated to ensuring optimal investment outcomes by leveraging extensive asset allocation strategies across alternative and traditional asset classes.
Inspirational Leadership
Howard Perlow, Co-Founder and CEO, expressed gratitude for the honor of receiving this award yet again, attributing this success to the strong connections formed with clients over time. He emphasizes that the commitment to being not just an asset manager, but a complete investment office, allows Angeles to provide unparalleled support as clients navigate critical financial decisions.
Frequently Asked Questions
What is Angeles Investments known for?
Angeles Investments is recognized for its multi-asset investment management and its role as an Outsourced Chief Investment Office (OCIO) for various institutions.
How many consecutive years has Angeles Investments been recognized?
The firm has been recognized for eight consecutive years as a top investment consultant by Coalition Greenwich.
What services does Angeles Investments provide?
Angeles Investments offers asset management, wealth management, and consulting services focusing on the diverse needs of institutions and high-net-worth individuals.
Who leads Angeles Investments?
Howard Perlow serves as the Co-Founder and CEO of Angeles Investments, guiding the firm's strategic direction and client engagement.
What is the scale of assets managed by Angeles Investments?
As of the latest reports, Angeles manages approximately $6.8 billion in discretionary assets and $31.5 billion in advisory assets.
