Contact Us Our Team

Our firm

An independent firm, owned by the people who work here.

Aurdan Capital exists to help clients reach their goals and secure a financial future, through planning and investment management.

We are not beholden to a parent company or a product manufacturer. Investment, technology, and firm decisions are ours.

Independent and employee-owned

  • SEC-registered investment adviser and fiduciary
  • No product sales and no proprietary strategy
  • Full independence on investments, technology, and firm decisions

Experienced

  • Families, nonprofits, endowments, and foundations
  • Senior professionals with deep industry experience

Infrastructure

  • A technology-driven client experience
  • Disciplined portfolio construction and diversification
  • Private investments where they are appropriate

Personalized planning

  • Goals-based wealth planning
  • Tax-aware strategies aligned with priorities
  • Investment, cash flow, and the balance sheet, together

Why clients stay

Care

Each relationship is handled with transparency and with the assumption that trust is earned slowly.

A whole plan

Goals-based investing on top of a plan. That combination is the work.

Range

The team has guided families and institutions through complicated situations. Complexity is not a surprise here.

One loyalty

A fiduciary. The firm answers to its clients.

Our people

Our people

Planning and investments sit with the same team.