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Asset Management Services

AOG Wealth Management Program

  • Separately Managed Accounts
  • Unit Investment Trusts
  • Direct Real Estate Investments
  • Oil and Gas Investments
  • Insurance portfolios
  • Retirement funds
  • College savings plans
  • Non-Traded Real Estate Investment Trusts
  • Private Debt and Private Equity Offerings

AOG Wealth Management has a long history of helping clients grow and protect their assets, even amid economic turbulence.  We understand that each client has evolving financial goals, specific needs to be met and unique circumstances.  That’s why we provide sophisticated solutions based on individual situations.

Upon AOG Wealth Management completing the analysis of your existing portfolio and goals, our advisors will determine an asset allocation customized to your financial goals, objectives and risk tolerance.

AOG representatives will present our recommended portfolio allocation.  Upon your approval, AOG will implement the portfolio allocation.  AOG will provide continuous and ongoing management of your account.

AOG uses a modified endowment model portfolio allocation.  Portfolios will be allocated across several asset classes and using several different investment vehicles.  Additionally, portfolios will be adjusted based on the economic environment at the time of investment.

The Endowment Model seeks higher investment returns over long periods of time on a more consistent basis by allocating to public and non-public, relatively illiquid markets. Typically fixed income allocations are minimized in favor of market neutral income options. In addition, long-only equity allocations are supplemented with private equity, venture capital and real asset investments. The endowment model is a fundamental part of our asset management services in Washington DC.

There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. AOG Wealth Management and Kalos do not claim that any investor will achieve the same result as any endowment, institution, or other investor. AOG Wealth Management’s Investment Adviser Representatives have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, AOG Wealth Management and Kalos representatives do not earn both advisory fees through AOG Wealth Management and brokerage commissions through Kalos Capital on the same assets.

Financial Planning Services

AOG will meet with you and conduct an interview and data gathering session to compile information about you, your financial goals and objectives, and your financial concerns. You should expect at least two or three meetings during the due diligence, data gathering and analysis process. The information gathered by AOG will enable your advisors to provide you with the requested services that are customized to your financial situation. Depending on the services you require, AOG will gather various financial information and history from you including, but not limited to:

  • Retirement and financial goals
  • Investment objectives
  • Investment horizon
  • Investment experience
  • Income needs
  • Cash flow analysis
  • Income Protection
  • Cost of living adjustments
  • Education-funding expectations
  • Savings history
  • Recent tax returns
  • Estate plan documents
  • Other applicable financial information required by AOG in order to provide the investment advisory services requested.

Getting Started

At AOG Wealth Management, we have the tools, the techniques and the right people in place aimed to get you on the path to financial success.  For more information, call us today at 1-866-993-0203.