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.

Founded in

United States