AOG Logo White

AOG Wealth Management, founded in 2000, is the advisor to the AOG Institutional Fund.

Executive Team

Headshot of Fred
Frederick P. Baerenz, AIF®
President & Chief Executive Officer
Headshot of James
James Ortlip, CFP®
Chief Investment Officer - AOG Wealth Management
Headshot of Michelle
Michelle Whitlock, CFP®
Chief Financial Officer - AOG Wealth Management
aaron cropped zoom
Aaron Rosen, CFA®
Chief Investment Officer
Peter Sattelmair
Peter Sattelmair
Principle Financial Officer/Treasurer - AOG Institutional Fund
Alan Lin, CIMA® Vice President of Business Development
Alan Lin, CIMA®
Vice President of Business Development
Headshot of Lydia
Lydia Gosselin
Director of Operations
Headshot of Erica
Erica Schaeffer
Director of Marketing & Reporting

AOG Wealth Management applies the Endowment Model to client portfolios1.

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

(1) These services are not related to the AOG Institutional Fund.

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.