Company Information

Get to know AOG Institutional Fund (AOGFX)

AOG Wealth Management is an independent investment advisory firm that offers personalized financial planning and portfolio management services to individuals, families, and institutions. The firm operates on a fee-only basis, emphasizing a fiduciary commitment to its clients. Its investment philosophy is research-driven and disciplined, focusing on long-term capital appreciation. AOG Wealth Management serves as the investment adviser to the AOG Institutional Fund (AOGFX), a mutual fund that seeks to achieve its investment objective by investing in a portfolio of U.S. and foreign equity securities.

Industry

Financial Wealth ManagementPRIMARY
Financial Investment
Financial Other Service

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AOG Institutional Fund (AOGFX)

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

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FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.