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AOG Completes In-Depth Due Diligence at First Trust

by AOG Wealth Management
Scott Sweat & Fred Baerenz in the First Trust TV studio.

Scott Sweat & Fred Baerenz in the First Trust TV studio.

On November 13th, Fred Baerenz and I visited with the First Trust team at their headquarters in Wheaton, IL. The purpose of our trip was to perform an in-depth due diligence into many of the equity and bond/bond alternative investments we have with First Trust. We met with many of their lead portfolio managers to discuss their past performance and focused a lot of attention on strategies we might consider for the future. At AOG Wealth Management, we are always refining and improving the portfolio we offer to our clients and have been continually pleased with the performance of the First Trust investments.

One of the many strengths of First Trust is their consistently reliable economic analysis. Brian Wesbury, their Chief Economist, is a frequent guest on CNBC and FOX Business News. Our current AOG clients may remember that Brian was our speaker for the First Trust lunch hosted during the Spring of 2014. He also provides a weekly written analysis and a periodic video highlighting the economic issues and trends which will be available via the AOG Web site in the coming weeks. Before our departure, Fred & I took a moment to visit the First Trust TV studio, and we couldn’t leave without getting in a photo opportunity.

If you would like more information about their economic and market analysis, check out the First Trust website at Also, if you are a current client or new to AOG, please contact us at 1-877-600-3573 for more information on our services.

Category: Blog, Company Updates