Fred Baerenz, President & CEO of AOG Wealth Management, and Regional Vice President, Michael Helgeson, attended the Blue Vault Bowman Alts Summit 2023 in Atlanta, GA, from March 6th – 8th, 2023. Stacy Chitty, a co-founder of Blue Vault, describes the summit as a way for forward-thinking wealth advisors learn about and utilize alternative investments to protect and improve client portfolios instead of solely using the traditional 60/40 portfolio model.

The AOG Institutional Diversified Fund (AOGFX) was featured during several sessions. AOGFX was initially launched by AOG Wealth Management Advisors to simplify investing in multiple private alternatives. Due to popular demand, AOGFX became effective under the 1933 Act on January 12th, 2023. The Fund is now available for distribution to advisors that have client portfolios demanding an allocation to private alternatives, without the typical paperwork administrative headaches, tax, reporting, and liquidity hassles that commonly accompany alternative investments. The Fund is available to non-accredited investors, has a minimum investment requirement of $25,000.00, and provides quarterly distributions and semi-annual tenders.

AOGFX provides diversified exposure to a mix of registered investment companies and less liquid alternative/non-traditional investments through a pooled master-feeder closed-end fund structure. The Fund invests in income-producing assets and assets selected for long-term capital appreciation. Through its investments in non-publicly traded assets, AOGFX provides an opportunity for all investors to access what is generally considered an institutional approach to investing. AOGFX currently features exposure to holdings focused on real estate, private credit, and private equity.

For more information, please contact us at 703-757-8020.