AOG Wealth Management Promotes Aaron Rosen To Chief Investment Officer of AOG Institutional Fund (AOGFX)

RESTON, VA, USA, May 30, 2024 /EINPresswire.com/ — AOG Wealth Management, the Advisor for AOG Institutional Fund and a leading financial services firm located in Reston, VA, is pleased to announce the promotion of Aaron Rosen to Chief Investment Officer (CIO). In this role, Aaron Rosen will oversee the strategic direction and asset management of AOG Institutional Fund’s investment portfolio, seeking to drive growth and maximize risk-adjusted returns for its investors.

With nearly 20 years of experience in asset management, constructing and managing investment portfolios and funds, and a proven track record, Aaron Rosen brings a wealth of expertise to the AOG Institutional Fund. Throughout his tenure as a Portfolio Manager, he has consistently demonstrated exceptional leadership, delivering strong investment results and fostering valuable relationships and new opportunities.

"I am honored to take on the role of Chief Investment Officer at AOG Institutional Fund," said Aaron Rosen. "I am excited to lead our talented team of investment professionals and continue our commitment to delivering superior performance and bringing exclusive institutional investment access to our investors."

Aaron Rosen joined AOG Wealth Management in 2022 and has played a pivotal role in driving the success of the firm’s investment strategies. As CIO, he will be responsible for setting investment objectives, managing risk, and implementing innovative investment solutions to meet the evolving needs of clients in today’s dynamic market environment.

“We are thrilled to appoint Aaron Rosen as Chief Investment Officer,” said Frederick Baerenz, President & CEO of AOG Wealth Management, Advisor for the AOG Institutional Fund. “With his extensive experience and deep understanding of the financial markets, he is uniquely qualified to lead our investment team and drive our continued growth and success.”

Aaron graduated magna cum laude from the Honors Program of Boston University School of Management with a BSBA in Finance and a minor in Economics. He is a Chartered Financial Analyst CFA®. He also serves part-time on several external advisory board roles and is a frequent speaker and panelist at various conferences and events.

Email: info@aogfunds.com

Phone: (703) 757-8020

Copyright 2024 AOG Wealth Management
AOG Ticker Logo Color

Compatible with

NASDAQ Logo White

IMPORTANT INFORMATION

Investment in the Fund may be made only by prospective investors that are “accredited investors” within the meaning of Regulation D promulgated under the Securities Act.

An investor should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Fund’s prospectus. To obtain a prospectus, please 703-757-8020 or visit aogfunds.com. Please read the prospectus carefully before investing.

Investment in the AOG Institutional Fund (“AOGFX Fund”) is speculative and involves substantial risks, including the risk of loss of a Shareholder’s entire investment. Investors may not have immediate access to invested capital for an indefinite period of time and must have the financial ability, sophistication/experience, and willingness to bear the risks of an illiquid investment. No public market for Shares exists, and none is expected to develop in the future. An investor’s participation in the Fund is a long-term commitment, with no certainty of return. No guarantee or representation is made that a Fund will achieve its investment objective, and investment results may vary substantially from year to year. Additional risks of investing in the Fund are set forth below.

Past performance does not guarantee future results. Diversification does not assure a profit nor protect against loss in a declining market.

The AOG Institutional Fund is distributed by UMB Distribution Services, LLC (“UMBDS”). UMBDS is not affiliated with AOG Wealth Management. Check the background of UMBDS on FINRA’s BrokerCheck: https://brokercheck.finra.org/

On May 17, 2023, the Board of Trustees of the Auction Fund approved the change of the Fund’s name from the “AOG Institutional Diversified Fund” to the “AOG Institutional Fund”.

The Fund previously operated in a master-feeder structure and invested all or substantially all of its assets in shares of the AOG Institutional Diversified Master Fund (“the Master Fund”). The Master Fund is a diversified, closed-end management investment company, and was organized as a Delaware statutory trust on November 4, 2021. As a result of the adoption of the Repurchase Policy, and in connection with the Fund’s operation as an interval fund, the Fund no longer operates as a feeder fund within a master-feeder structure. The Master Fund has been deregistered under the Investment Company Act, but will continue to exist as a wholly owned subsidiary of the Fund. Some of the Fund’s current assets are held through the Master Fund.

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.