Terms and Conditions of Use
Welcome to www.cohoprivatewealth.com. This website is owned and operated by Coho Partners, Ltd. You may use www.cohoprivatewealth.com only if you agree, without modification, to these terms and conditions. Please read the following terms and conditions below carefully before continuing.
Users and other websites may not:
- Copy, reproduce, republish, upload, post, transmit, or distribute in any way material from this website in any manner inconsistent with the purposes for which it is offered by Coho Partners, Ltd. to its clients, prospective clients, or members of the public.
- Without Coho Partners, Ltd.’s express written permission, copy, modify or display Coho Partners, Ltd. or Coho Private Wealth’s name or logo, or any text, graphic images, or other content from the Coho Private Wealth website. (To obtain express written permission, please click on Contact Us to reach the appropriate parties.)
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Coho Partners, Ltd. and Private Wealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance.
All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.
Advisory Services offered through Coho Partners, Ltd. an Investment Adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Coho Private Wealth is part of the larger Coho family but concentrates solely on high-net-worth individuals and families, endowments and foundations, and family offices.
Coho Partners, Ltd. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Privacy Policy Notice
The Firm has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
What information we collect
We collect certain non-public personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
What information we disclose
We do not disclose the non-public personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.
Security of your information
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Changes to our Privacy Policy or relationship with you
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.