#United States #Santa Monica #Coalition Greenwich #Angeles Investments #Best Consultant

Angeles Investments Celebrates Eighth Year Recognition

Angeles Investments, a leading multi-asset investment management firm based in Santa Monica, California, has once again achieved recognition as a Best Investment Consultant by Coalition Greenwich for 2025. This marks the eighth consecutive year the firm has received this prestigious accolade, further solidifying its reputation as a top-tier service provider in the investment sector.

With around $6.8 billion in discretionary assets and approximately $31.5 billion in advisory assets, Angeles Investments has consistently leveraged its expertise to serve a diverse range of institutional investors, including nonprofits and corporations. This recognition from Coalition Greenwich stems from a comprehensive evaluation involving responses from 699 professionals across various influential tax-exempt funds in the U.S.

Performance Metrics That Matter

The evaluation process incorporated various performance metrics that measured client satisfaction and engagement, particularly in areas such as:

• - Proactive Advice: Angeles Investments excelled in providing timely and insightful recommendations tailored to clients’ individual investment goals.
• - Innovative Ideas: The firm's ability to foster creativity in investment strategies stood out, demonstrating a forward-thinking approach to asset management.
• - Understanding Client Goals: One of the firm’s hallmarks is its deep commitment to understanding and aligning with client objectives, ensuring a personalized investment experience.
• - Manager Satisfaction: The firm received high ratings concerning the satisfaction of the managers recommended to clients, emphasizing the quality of partnerships developed over time.
• - Effective Communication: Angeles has been recognized for its clear communication of investment philosophies, enhancing client trust and engagement.
• - Responsiveness: Timely responses to client inquiries have also contributed to high satisfaction rates.

Howard Perlow, Co-Founder and CEO of Angeles Investments, expressed gratitude for the continued recognition: "It is an honor to be recognized again by our clients and for the eighth consecutive year as a Coalition Greenwich Best Investment Consultant. Such recognition is a testament to the depth and quality of the partnerships Angeles has developed with our clients over many years." He further noted that the firm views its role not just as an asset manager, but as a full-service investment office, committed to supporting clients in their decision-making processes.

Coalition Greenwich Research Insights

The Coalition Greenwich's annual U.S. Institutional Investors report reflects insights drawn from comprehensive surveys involving some of the largest tax-exempt funds in the country, with assets exceeding $150 million. This year’s findings included participation from various fund types, including corporate, public, union, and endowment funds. Notably, Coalition Greenwich does not incentivize firms for participation in these evaluations, underscoring the authenticity of the assessment process.

About Angeles Investments

Founded in 2001, Angeles Investments is not just an investment consultancy; it serves as the Outsourced Chief Investment Office (OCIO) for a range of institutions, including higher education and independent schools. It plays a vital role in guiding clients with strategic asset allocation and high-conviction investments across both alternative and traditional asset classes.

For organizations seeking robust investment management services, Angeles Investments continues to offer expert guidance backed by years of established success.

For more information, please visit Angeles Investments.

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This recognition helps to reinforce the notion that client-oriented service alongside strategic asset management can lead to unparalleled satisfaction and long-term partnerships. With each passing year, Angeles Investments not only meets but exceeds the expectations of its clients, setting a high standard within the investment consulting industry.