Clifford W. "Chip" Holgren

Senior Vice President of Business Development

Chip is a Senior Vice President of Business Development at AOG Funds. He has been in the investment management business for more than 30 years and has been active in both traditional and alternative investments. During his career, he has worked with a diverse set of investors including institutional organizations and their consultants, private wealth advisors, and family offices.

Chip has served as Treasurer and is currently an active member of Masonic University Lodge #51 in Philadelphia, PA.

Chip completed his undergraduate work at Dickinson College with a B.A. in Classical Studies and earned his MBA at The University of North Carolina at Chapel Hill with a concentration in Finance. He currently holds the Series 7 and 63 FINRA Licenses.

Chip lives with his wife, Lenka, in suburban Philadelphia, and their daughter, Alex, is pursuing her Master’s Degree in Political Science at University College London.

Additional Key Considerations

Email: info@aogfunds.com

Phone: (703) 757-8020

Copyright 2024 AOG Wealth Management

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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.