About Aurdan Capital

Our purpose is to empower our clients to achieve their life and organizational goals and to secure their financial futures through comprehensive advice, wealth planning and investment management services.
Our Difference
  • Independent, Employee-Owned
  • Trusted Fiduciary Partner
  • Client Centric Solutions
  • Access to Experienced Team
  • Open Architecture Investment Platform
  • Comprehensive Wealth Planning
Our
Services

WEALTH
PLANNING

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INVESTMENT MANAGEMENT

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RETIREMENT PLAN SERVICES

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Endowments, Foundations & Nonprofits

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Who We Serve

Who We Serve
610.212.4790

Our target market encompasses individuals, families, retirement plans, and non-profits. This segment represents a significant and lucrative market where our expertise can provide substantial value.

Clients within this range often seek assistance with investment and financial planning, asset allocation, tax optimization, estate planning advice, and risk management. Importantly, they are often overlooked and underserved by the big brokerage houses. By focusing on this specific market space, we can tailor our services to meet their unique needs and deliver a highly personalized and sophisticated approach. 

Our clients typically possess a level of financial complexity that necessitates personalized and comprehensive wealth management solutions.

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Individuals & Families

  • Comprehensive Wealth Planning
  • Investment Advice & Management
  • Philanthropic Guidance & Planning
  • Collaboration with Tax & Legal Advisors
  • Fiduciary Trust Services
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Business Owners

  • Business Succession Planning
  • Investment Advice & Management
  • Retirement Plan Services

  • Lending Solutions

  • Collaboration with Tax & Legal Advisors
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Endowments, Foundations & Nonprofits

  • Discretionary Investment Management

  • Strategic Advisory Services
  • Policy Development & Oversight
  • Customized Reporting

  • Board & Staff Education

$400

M+

Assets Under Management

Our
Investment
Philosophy

Our investment philosophy and process are guided by the following themes

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We believe that downside protection and upside participation provide our clients with the highest probability of preserving and growing their wealth.
Core
Equity
Philosophy

We firmly believe that the best way to create long term wealth is to protect principal in down markets; and generate competitive returns in all but the most cyclical or speculative up markets.

We strive to generate a specific, asymmetric pattern of returns over time with a portfolio that demonstrates a down-market capture considerably less than its up-market capture.

By creating an intersection of protection with participation, we provide an opportunity for better-than-market performance over an economic cycle with less-than-market risk.

Our goal is to create significant alpha over time versus benchmarks and peers through the combination of losing less than the benchmark during bear markets and performing near the benchmark in bull markets.

  • Our firm is an institutional asset manager with nearly $7B in firm assets. Our flagship strategy has approximately $3.7B in assets.
  • We leverage our seasoned, institutional talent and robust resources.
  • Implementation of this strategy gives us clarity and conviction with the philosophy, process, and approach.
  • We gain greater insight on portfolio construction as well as increased efficiency of implementation.
  • We control costs to our clients through direct investment in the our strategy, versus other investment vehicles.
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Asset
Allocation

Management decisions contribute to performance

We stress the importance of finding the right asset allocation when building your investment strategy.

Focusing on asset allocation means determining how best to divide your portfolio among different asset classes:

  • EQUITIES (Stocks) can provide a high opportunity for return, but with greater risk
  • FIXED INCOME (Bonds) can provide modest returns, with lower volatility (fluctuation)
  • ALTERNATIVES can provide asymmetric returns and unique opportunities
  • CASH provides the lowest opportunity for return, but has the greatest safety

Our Wealth Planning Process

Discover

  • In-depth fact finding

  • Understand full financial picture
  • Prioritize your goals & objectives

Organize

  • Consolidate information & reporting
  • Build your personal online financial dashboard
  • Construct & monitor family balance sheet

Implement

  • Execute any recommended changes
  • Construct customized investment plan
  • Revisit plan action items and monitor progress

Develop

  • Design comprehensive wealth plan
  • Create detailed cash flow statement
  • Employ goals-based scenario analysis 
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