Compatible with
Access exposure to alternative & non-traditional investments through a single point of entry.
If 60/40 is dead, what's next?
Diversification with non-traditional assets
AOG Institutional Fund
AOGFX features exposure to real estate, private credit & private equity
No Capital Calls
No High Investment Minimums1
No K-1s
(1) Minimum initial investment is $25,000
We're changing the way Financial Advisors allocate alternative investments to client portfolios
Read how AOGFX’s structure favorably compares to mutual funds
Bringing Wall Street to Main Street
The world’s elite investors have long-relied on alternative investments to produce superior returns. Until now, these strategies were the exclusive purview of institutions and the super-wealthy, but today any informed investors can play the same game.
-Bob Rice, The Alternative Answer
Investment in the Fund is speculative, involves substantial risks and may not be suitable for all investors.
News & Insights
Read how AOGFX’s structure favorably compares to mutual funds & private funds.
Read how AOGFX’s structure favorably compares to mutual funds & private funds.
Out Now! Pat Adrian, CFA is joined in studio by Frederick Baerenz, President and CEO of AOG Wealth Management and the AOG Institutional Fund (AOGFX), for the premier episode of Fund Focus, a web series...
Frederick Baerenz will walk you through the potential benefits, challenges, and misconceptions about investing in Private Equity.
— Frederick Baerenz, President & CEO of AOG Wealth ManagementRESTON,...
Fred Baerenz, President & CEO of AOG Wealth Management, and Regional Vice President, Michael Helgeson, attended the Blue Vault Bowman Alts Summit 2023 in Atlanta, GA, from March 6th – 8th, 2023. Stacy...
RESTON, VIRGINIA, USA, March 2, 2023 /EINPresswire.com/ — Frederick Baerenz, President & CEO of AOG Wealth Management and CEO to the AOG Institutional Diversified Fund (AOGFX) (the “Fund”) is...
As of 2/21/2023
Alternative investments are increasingly beginning to find their way onto the radar of retail investors, largely for four reasons:
Investors are tired of market volatility,
Equities...
Watch the interview between Greg Mausz, COO and senior managing director at Skyway Capital Markets, and Frederick P. Baerenz, AIF®, president and CEO at AOG Wealth Management.
Frederick Baerenz and AOG Wealth Management, advisor to AOG Institutional Diversified Fund (AOGFX) celebrated the fund’s one year anniversary with a warm welcome from Nasdaq to Times Square.
Read how AOGFX’s structure favorably compares to mutual funds & private funds.
