F.L.Putnam Expands into Virginia with Acquisition of AOG Wealth Management

LYNNFIELD, Mass., March 4, 2025 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced the acquisition of AOG Wealth Management (AOG), an independent registered investment advisor based in Reston, Virginia, with more than $330 million in assets under management. This transaction is F.L.Putnam's fifth acquisition over the past year.

"Our combination with AOG demonstrates our commitment to providing value-added services to our current clients while enhancing our team with talented advisors in new locations where our clients live and work. The addition of AOG expands our geographical presence and marks our 10th office. We are thrilled to welcome the AOG team to F.L.Putnam as we continue to empower our clients in achieving their financial goals," stated Tom Manning, CEO of F.L.Putnam.

Founded in 2000 by Frederick P. Baerenz, AIF^®, AOG is an independent advisory firm that provides customized investment solutions to high-net-worth individuals, companies, pension plans, trusts, and donor-advised funds. The firm serves clients across Northern Virginia, Washington D.C., and Maryland from its offices in Reston, Virginia. AOG's 9-person team, including its three CFP^® professionals, has joined F.L.Putnam. Mr. Baerenz will now serve as President of the AOG Institutional Fund (AOGFX).

"Joining F.L.Putnam presents an exciting opportunity for our advisors to access a broader range of services for their clients. For me personally, this transaction enables me to continue building a world-class interval fund," commented Fred Baerenz. "F.L.Putnam is a respected brand, and we look forward to collaborating with this exceptional team, who share our commitment to delivering outstanding service and innovative investment solutions to our combined client base."

Financial terms of the transaction, which closed on February 28, 2025, were not disclosed.

About F.L.Putnam Investment Management Company
F.L.Putnam is an independent registered investment advisor that serves individuals, single and multi-family offices, endowments, foundations, and other RIAs. The firm provides a comprehensive suite of investment, financial planning, and family office solutions that help clients build, preserve, and manage their wealth. Headquartered in Lynnfield, Massachusetts, F.L.Putnam has been serving clients nationally for more than 40 years. For more information, please visit www.flputnam.com or follow F.L.Putnam on LinkedIn.

Disclosure: Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience. F.L.Putnam is not licensed to provide and does not provide legal, tax, or accounting advice to clients. Advice of qualified counsel or an accountant should be sought to address any specific situation requiring assistance from such licensed individuals. This article should not be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Nothing in this communication is intended to be or should be construed as individualized investment advice. All content is of a general nature. The CFP^® designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States. The Accredited Investment Fiduciary^® (AIF^®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF^® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. For more information on these designations, please see F.L.Putnam's ADV Part 2B.

Important AOGFX Fund Information
The Adviser does not expect any interruption of the Fund's daily business operations as a result of the Transaction. Following the completion of the Transaction and approval by shareholders of the Fund, F.L.Putnam will assume the role as investment adviser to the Fund. All material terms of the Existing Advisory Agreement will remain unchanged under the New Advisory Agreement.

An investor should consider the Fund's investment objectives, risks, and charges, and expenses carefully before investing or sending money. This and other important information can be found in the Fund's prospectus. To obtain a prospectus, please call 877-600-3573 or visit aogfunds.com. Please read the prospectus carefully before investing.

Investment in the Fund is speculative and involves substantial risks, including the risk of loss of a Shareholder's entire investment.

AOGFX is distributed by Distribution Services, LLC which is not affiliated with AOG Wealth Management or F.L.Putnam Investment Management Company.

Contact
KWM Communications
Kellie Walsh
914-315-6072
[email protected] 

SOURCE F.L.Putnam Investment Management Company