Investment Process

Investment Process

PRIVATE CLIENT INVESTMENT EXPERIENCE POWERED BY INSTITUTIONAL PROCESS

Angeles Wealth leverages the talents of our experienced private client professionals and of our parent company, Angeles Investment Advisors (AIA). Our relationship with AIA affords our professionals full access to AIA's proprietary investment solutions, designed to satisfy demanding, sophisticated institutional investors facing complex issues.

Angeles Wealth believes that by leveraging this considerable institutional skill set, we provide our clients with a cutting edge investment process, far in advance of what is generally offered in the private client marketplace.

  • ASSET ALLOCATION, THEN MANAGER SELECTION

    Angeles Wealth seeks to provide value both by asset allocation and manager selection.

    Our team has decades of experience in both these critical activities. Focus on where, what and when to invest and then concentrate on optimal delivery and execution.

  • GLOBAL NOT LOCAL

    Angeles Wealth is a committed global investor.

    Today's interconnected world requires global investment exposure. More than three-quarters of the world economy is outside the US, a percentage that has been growing steadily and could continue for decades. We believe successful investing requires a global perspective.

  • OPEN ARCHITECTURE EQUALS AN OPEN MIND

    We look to merge best-of-breed research with best-of-breed investment solutions.

    We have a flexible investment blueprint and constantly strive to improve and optimize this effort. Though generally a manager-of-managers, we may also select securities directly if we feel this to be the best solution for an allocation. Angeles Wealth may utilize mutual funds, ETFs, private partnerships, separately managed accounts, equities, and fixed-income securities.

  • EXCLUSIVE

    The investment solutions of AIA are available to the private client marketplace exclusively through Angeles Wealth Management.