Angeles Investments, a prominent multi-asset investment management firm based in Santa Monica, California, has achieved a significant milestone by being named a Greenwich Quality Leader for the seventh consecutive year. This honour underscores the firm’s commitment to delivering exceptional client service and investment management prowess. According to Coalition Greenwich, a division of CRISIL renowned for its strategic benchmarking and insightful analytics for the financial services industry, Angeles Investments continues to set the benchmark in client satisfaction.

The accolade forms part of Coalition Greenwich’s comprehensive annual U.S. Institutional Investors Study, which in its 51st edition collected opinions from 708 individuals across 575 of the largest U.S. tax-exempt funds. These include a diverse group of corporations, public sectors, unions, and endowment and foundation funds managing significant assets. The stringent selection criteria focus on firms that not only meet but exceed client expectations in facilitating their investment goals and strategies.

Angeles Investments, with around $6.4 billion in discretionary assets and an impressive $35.7 billion in advisory assets as of the end of 2023, serves a broad clientele including institutions, nonprofits, and distinguished individual investors through its comprehensive wealth management platform. As the Outsourced Chief Investment Office (OCIO) for various entities such as higher education institutions, independent schools, and corporations, Angeles builds its strategy around high conviction investments across both alternative and traditional asset classes.

Howard Perlow, Co-founder and CEO of Angeles, expressed his gratitude and pride in receiving this recognition for consecutive years. He attributed this success to the firm’s culture, their deep-rooted client relationships, and a committed team that strives to act as true partners to their clients.

This repeated recognition by Coalition Greenwich not only reinforces Angeles Investments’ industry credibility but also highlights the consistent trust placed in them by their customers. Their unwavering commitment to client needs and their strategic vision in investment management undoubtedly set them apart in a competitive landscape.

For those in the financial world, the achievements of Angeles Investments act as a robust indicator of quality service and client dedication, making the firm a notable player in the realm of investment management services. The legacy of excellence that they continue to build is not just a testament to their past performance but also a promising indicator of their future in the financial sector.