FLPutnam Investment Management Company

My family has been with AOG for almost 10 years and after every encounter, we are impressed by their knowledge, integrity, passion, and care. Not only do they invest our money, but they’re invested in our family. We wholeheartedly trust them to give us the best advice to establish and reach our goals, not just for our future, but for generations to come. We enjoy the client appreciation and education events they host. Truthfully, 60% of what is shared at the education events goes over my head, but that’s why it’s so great to have a team that geeks out over the stuff that I don’t understand. We are thankful for the opportunity to work with AOG! They did not ask me to leave a review, but AOG is just too wonderful not to. If you’re considering trusting AOG, I hope you’ll ask yourself, “why would someone spend time writing a glowing review about their financial advisors if it wasn’t true?”

I was a former client of this group. I found them to be smooth-talking, insincere and extremely self-serving, operating primarily in their own economic interests. The well-being of my investment portfolio was secondary to their bottom line. With their advice, I liquidated a large amount of stock to put funds in an oil investment. They claimed the tax penalties related to the stock sales would be offset by the oil investment write-offs. This was not the case and my tax liabilities were horrendous. On another occasion, I agreed to move a large amount (20m) into an investment they tabled and recommended. This holding turned out to be an ‘alternate’ investment, not publicly traded, and whose value was not generally available to routinely check on. They stated that it was an ‘in-house’ mutual-type fund whose composition was periodically modified by an AOG team based upon market performance. Details of this investment build were not available to analyze. To my chagrin, I later found out that two subsequent purchases of even larger amounts were purchased for my portfolio without my express permission. This was the straw that ruptured our business relationship. Caveat emptor /s/ John Hebbe