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

Frederick P. Baerenz, AIF®
President & Chief Executive Officer

Aaron Rosen, CFA®
Chief Investment Officer - AOG Institutional Fund

Peter Sattelmair
Principal Financial Officer/Treasurer - AOG Institutional Fund

Michelle Whitlock, CFP®
Chief Financial Officer - AOG Wealth Management

James Ortlip, CFP®
Chief Investment Officer - AOG Wealth Management

Lydia Gosselin, CFP®
Director of Operations

Erica Schaeffer
Director of Marketing & Reporting

Brian Otto
Investment Analyst
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.