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Funds
- AOG Institutional Fund
  - I Share AOGFX
  - A Share AOGAX
News & Insights
Advisor
Contact Us

Funds
- AOG Institutional Fund
  - I Share AOGFX
  - A Share AOGAX
News & Insights
Advisor
Contact Us

AOG Institutional Fund
- I Share AOGFX
- I Share AOGAX
News & Insights
Advisor
Contact Us

AOG Institutional Fund
- I Share AOGFX
- I Share AOGAX
News & Insights
Advisor
Contact Us

Contact Us

Contact Us

I am a:*

Address

AOG Institutional Fund
11911 Freedom Drive, Suite 730
Reston, VA 20190

Email

info@aogfunds.com

Phone number

Additional Key Considerations

Email: info@aogfunds.com

Phone:703.318.2350

Compatible with

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.

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. Check Firm and Individual backgrounds on FINRA’s BrokerCheck

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.