As a Registered Investment Advisor, we specialize in providing investment management and wealth management services in a boutique setting. We actively monitor investments to customize portfolios for each client based on their risk/reward profile and their particular financial goals and objectives. We are known for our highly responsive and personal client service, our rigorous due diligence process and our distinct investment model. Learn more about what sets us apart here:
What Makes Us Different
We combine tax efficiency expertise, legal/estate planning, investment strategies and risk management to help our clients reach their personal financial goals. We utilize an endowment investment model with strategic investments diversified across eight asset classes. For example, a standard investment model has stocks, bonds and cash. Our individually designed client portfolios are more diverse and include stocks, bonds/bond alternatives, cash, natural resources, commercial real estate, private debt, private equity and managed futures and hedge strategies.
Our Asset Management Services
We have a long history of helping our clients grow and protect their assets even during periods of economic uncertainty. We provide asset management solutions that are sophisticated and based on individual clients. We will first complete the analysis of your existing portfolio and goals and then determine an asset allocation that will help you meet those goals. Upon your approval of this plan, we will provide continuous and ongoing management of your account.
We use a modified endowment model portfolio allocation, which is why we use several different investment vehicles and allocate portfolios across several asset classes. The endowment model aims for higher investment returns over long periods of time on a more consistent basis by allocating assets to non-public and public, relatively illiquid markets. Fixed income allocations are typically minimized under this model in comparison to market neutral income options.
Our asset management services can help you reach your financial goals. We have decades of experience providing financial services to high net-worth companies, individuals, trusts, donor advised funds and other accounts of similar nature. We help clients in Washington, DC, and McLean, VA. Call us at (866) 993-0203 to learn more about our services.
Securities offered through Kalos Capital, Inc. located at 11525 Park Woods Circle, Alpharetta, Georgia 30005 and/or TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112, Irving, TX 75063-6043. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of either Kalos Capital, Inc. or TD Ameritrade Institutional Services.
The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax, or legal advisor with regard to your individual situation.