James Ortlip, CFP®

Chief Investment Officer - AOG Wealth Management

Jim is the Chief Investment Officer at AOG Wealth Management. He has been in the financial services industry since 1989, and has previously held FINRA Series 7, 63 and 65 licenses. He joined AOG in 2009 and is a CERTIFIED FINANCIAL PLANNER^TM professional.

In addition to financial planning and investment portfolio management, Jim has a deep knowledge of investment strategies with significant tax mitigating elements. He frequently assists Trust & Estate Attorneys and CPAs in utilizing strategies suited for a variety of individual lifestyle, tax, and estate planning needs.

Jim chairs the AOG Investment Committee, which is responsible for investment research and due diligence. He also supervises the CFAs who serve as consultants to the Investment Committee. Jim is a frequent speaker and panelist at due diligence forums around the country.

He earned his BA in Political Science from the University of Pittsburgh.

Additional Key Considerations

Email: info@aogfunds.com

Phone: (703) 757-8020

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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.

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 will be 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.