ANGELUS INVESTMENT CONSULTING, INC.

Overview

Angelus Investment Consulting, Inc. is an independent registered investment adviser that works with individual, family and institutional clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and selective pension consulting. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee engagements, which suggests engagement models ranging from ongoing discretionary portfolio management to project-based planning work. Investment positioning shows a clear equity bias: exchange-traded equities represent the largest single asset holding. The firm also uses third‑party managers for private-market exposure—primarily venture capital and private placements—while employing traditional vehicles such as mutual funds and annuities where appropriate. Angelus is not positioned as a dedicated capital allocator; instead it integrates external alternative managers into client portfolios on a case-by-case basis.

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Public Holdings

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Location & Offices