Headshot of Fred

Frederick P. Baerenz, AIF®

AOG Institutional Fund – President and Board Chair

Since 2021, Fred Baerenz has served as President and and Board Chair of AOG Institutional Fund, FLPutnam is advisor to the fund. From 2000 until early 2025, Fred was also the President and CEO of AOG Wealth Management.

An Accredited Investment Fiduciary, Fred was formerly a Registered Representative and Registered Principal and has previously held FINRA Series 6, 7, 26, 63, 65, and the Investment Banking Series 79 licenses.

Fred has served on the Board of Directors of ADISA (Alternative & Direct Investment Securities Association) and is a long-time member of the IPA (Institute for Portfolio Alternatives) Policy, Legislative Affairs and Regulatory Committee.

Frederick Baerenz began his wealth management career in 1986 serving as a Branch Manager and Vice President for two National Title Insurance Corporations.

He earned a BA in Government, History and Economics from the College of William and Mary.

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.