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Welcome to Aurdan Capital

April 4, 2024

We are excited to announce the establishment of a new, fully independent, Registered Investment Advisor, Aurdan Capital Management, LLC (“Aurdan Capital”).

Aurdan Capital stems from Coho Private Wealth, the private client group of Coho Partners, Ltd. Aurdan Capital and Coho Partners, Ltd. (“Coho”) reached this strategic decision through careful consideration and a focus on the respective clients. Aurdan Capital’s core client base is focused on families, individuals, retirement plans, and specific non-profit entities.

At Aurdan Capital, our top priority is to deliver outstanding client service, and we are dedicated to growing our team to better serve our clients’ needs. We are constantly seeking ways to improve communication and delivery of our planning and investment solutions. Additionally, we’ll prioritize optimizing our technology solutions and integrating top-tier reporting and accounting resources to offer our clients enhanced and more timely information.

The needs and preferences of our current and prospective clients played the central and deciding role in guiding this strategic move. Having a truly independent firm focused solely on private clients, retirement plans and non-profits allows for more efficient allocation of resources dedicated to their needs. We look forward to communicating more about this exciting transition with you soon.


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