INVESTMENT MANAGEMENT
Exceptional wealth management starts with good personal relationships. The relationships we form with our clients enables us to provide them with products and services that are suited for their individual investment goals. Our investment strategies always starts with establishing good relationships with our clients first. At AOG Wealth Management, we make finding solutions to all of your financial concerns simple because we operate in a boutique setting. It’s just one way we get the conversation and our relationship with you started.
Investors
“Investors” participate in the markets to earn expected long-term returns with more optimized asset allocation, broader diversification, lower investment costs, lower turnover and better tax efficiency.
Speculators
“Speculators” make predictions about the future direction of markets or securities and actively trade the portfolio to pick winners and avoid losers. Attempting to outguess the market is a loser’s game since the probability of beating the market is less than 20%*.
*The SPIVA U.S. Scorecard (Year-End 2018) from S&P Dow Jones Indices found that over a 3-year period, only 18.51% of the U.S. Equity Funds outperformed their benchmark. https://us.spindices.com/spiva/#/reports
FINANCIAL PLANNING
We provide critical support and financial guidance to ensure that your wealth supports your ambitions throughout your life, including:
Wealth management and financial planning are investment advisory disciplines that incorporate a number of services for individuals and families seeking wealth protection and growth.
Asset Management Services
Our asset management services provide you with support for your financial resources so you can continue to accumulate and safeguard your assets.
Small Business Services
AOG Wealth Management utilizes unique strategies to help business owners make the right financial decisions for their business.
Tax Mitigation
Tax mitigation focuses on reducing tax liabilities without “tax avoidance” (not contrary to the intention of Parliament), for instance, by gifts to charity or investments in certain assets which qualify for tax relief. AOG Wealth Management helps clients minimize the impact of taxes through tax saving strategies.
401(k) & Other Retirement Accounts
Wealth management that includes all your accounts, even those in employer-sponsored retirement plans. We’ll review your 401(k), 403(b) and other retirement accounts, include them in your holistic plan, and then monitor and rebalance them as needed.
PROTECT & SUPPORT YOUR LOVED ONES BY MANAGING YOUR ASSETS
We will provide guidance to your loved ones so they can continue your tradition of diligent and prudent wealth management. You can have confidence and peace in knowing that your wishes will be respected, and your loved ones protected when transitioning from the primary decision maker.
More about AOG Wealth Management
Established in 2000, AOG Wealth Management has served Northern Virginia, D.C. and Maryland as an independent Registered Investment Advisor (RIA) specializing in managing wealth for high-net worth individuals, companies, pension plans, Trusts, donor advised funds, and accounts of similar nature. Continue your journey to financial freedom through AOG investment strategies that go beyond the traditional asset classes of stocks, bonds and cash. By engaging an endowment-style model, AOG adds up to five non-traditional asset classes with low correlation to the stock market.
Why AOG Wealth Management?
Endowment investment model.
Private wealth and asset management goals are unique to each individual. That is why AOG Wealth Management provides customized investment solutions based on your personal goals, circumstances and objectives. Whether you are looking for tax-efficient strategies to reduce your tax burden, repositioning your retirement funds to less volatility, or utilizing more robust benefit plans (such as a Cash Balance Plan, Profit Sharing 401k or standard 401k) to maximize pre-tax investments for your company, AOG is committed to maintaining the highest standards of integrity and professionalism by providing a high value proposition and superior personal service.
Let's Get Started
What sets AOG apart from the typical investors and wire houses? We complete rigorous, on-site due diligence on all prospective investments, and ongoing due-diligence for existing investments. Employing a durable income model, AOG actively monitors investments necessary to customize your portfolio based on your risk / reward profile. At AOG our firm contains:
- 20+ years of industry experience.
- Strategic investments diversified across eight asset classes.
- Rigorous on-site due diligence process for all investments.
- Highly-responsive and personalized client service.
AOG's Four Pillar Approach
Investment Strategies
Tax Efficiency Expertise
Legal/Estate Planning
Risk Management
Tax Efficiency Expertise
Legal/Estate Planning
Risk Management