Michael Boensch, CFA, CAIA

Michael Boensch, CFA®, CAIA®

AOG Institutional Fund – Co-Portfolio Manager

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In addition to being AOG Institutional Fund’s Co-Portfolio Manager, Mike is responsible for the leadership of the F.L.Putnam’s investment manager research effort within Atrato Consulting across all investment strategies. Prior to joining FLP, Mike was a partner and the Director of Research at Atrato Advisors LLC.

Mike has over 15 years of investment research experience covering private and public markets strategies, including hedge funds, private credit, private equity, and real estate. Prior to joining Atrato, Mike was a senior analyst at Gleacher Fund Advisors LLC, where he performed qualitative and quantitative analysis on the entire spectrum of hedge fund strategies, sectors, and geographies. Previously, Mike was an analyst with CSM Capital Management, a multi-family office that invested across traditional and alternative asset classes.

Mike graduated cum laude with a Bachelor of Arts in both Economics and German from Vanderbilt University (2005). He is a CFA charterholder, and a CAIA Designee (2008). Mike is fluent in German.

Education: BA Economics & German (cum laude), Vanderbilt University

Affiliations: CFA Institute, CFA Society Los Angeles, CAIA Association, Committees

Investment Policy: Investment Consulting Sub-Committee (Co-Chair), Investment Advisory Sub-Committee, Sustainability

Email: info@aogfunds.com

Phone:703.318.2350

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IMPORTANT INFORMATION

On February 28, 2025, AOG Wealth Management (the “Prior Adviser”) completed a transaction with F.L.Putnam Investment Management Company, Inc
(“FLP”), whereby the FLP acquired substantially all of the Prior Adviser’s assets, including its investment management business. As a result of the
transaction, as well as Board and investor approval, FLP assumed the role as investment adviser to the Fund. All material terms of the Previous Advisory
Agreement are expected to remain unchanged under the New Advisory Agreement. Investment in the Fund may be made only by prospective investors that are “accredited

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 703.318.2350 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 Distribution Services, LLC which is not affiliated with F.L.Putnam Investment Management Company.

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.