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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

Private Equity or IPO? Potential Benefits and Challenges
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,...
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Honored to be a Presenter at this Year's Blue Vault Bowman Alts Summit 2023
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...
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The front steps of congress
AOG Institutional Diversified Fund Registration Declared Effective by Securities and Exchange Commission
RESTON, VIRGINIA, USA, March 2, 2023 / — Frederick Baerenz, President & CEO of AOG Wealth Management and CEO to the AOG Institutional Diversified Fund (AOGFX) (the “Fund”) is...
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Alternative Strategy Options for Your Portfolio
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 have remained expensive...
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Why Allocating to Alts Is a Growing Trend
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.
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AOG Funds Team in Front of NASDAQ Building
Frederick Baerenz and the AOG Wealth Management Team Receives a Huge Welcome to Times Square
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.
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AOGFX Structural Potential Benefits
Read how AOGFX’s structure favorably compares to mutual funds & private funds.
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Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.