For over 25 years, AOG Wealth Management has been providing a customized, intelligent approach to financial planning & investment management in Northern Virginia. As an Independent firm, AOG works exclusively for your best interests, providing an alternative to the Wall Street firms.
For over 25 years, AOG Wealth Management has been providing a customized, intelligent approach to investment and wealth management. As an Independent firm, AOG works exclusively for your best interests, providing an alternative to the Wall Street firms.
"The endowment model seeks to use asset classes with average returns of 6 to 10 percent derived in cycles not directly related to the stock market."
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"The endowment model strategy follows the belief that diversification is achieved by investing in a balanced portfolio represented by numerous asset classes."
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Fred Baerenz is recognized by Northern Virginia Magazine as one of the Top Financial Professionals of 2020.
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"The use of alternative investments or 'hard assets' has become more and more common as investors look for something the have a non-correlated performance metric than stocks generally."
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AOG Wealth Management has been quoted in...
Optima has been featured or quoted in publications such as Wall Street Journal, Forbes, US News & World Report, Bloomberg Magazine, Texas Monthly, Dallas Morning News and D Magazine
