Advisor

F.L.Putnam Investment Management Company is the advisor to the AOG Institutional Fund.

Executive Team

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Frederick P. Baerenz, AIF®
AOG Institutional Fund – President and Board Chair
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Aaron Rosen, CFA®
AOG Institutional Fund – Chief Investment Officer & Co-Portfolio Manager
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Peter Sattelmair
AOG Institutional Fund – Principal Financial Officer/Treasurer
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Michael Boensch, CFP®, CAIA®
AOG Institutional Fund – Co-Portfolio Manager
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Lydia Gosselin, CFP®
AOG Institutional Fund – Director of Operations
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Erica Schaeffer
AOG Institutional Fund – Director of Marketing & Reporting
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Brian Otto
AOG Institutional Fund – Internal Analyst
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The adviser seeks to achieve the Fund’s investment objective by taking a strategic investment approach similar to the “Endowment Model” utilized by many pensions, endowments and family offices.

The Endowment Model of Investing represents an institutional approach to portfolio construction, allocating to both private and public investments.

Diversify across core asset classes

Reduce reliability on liquid instruments

Allocate to private investments

Access asset managers

Form ADV

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.