Coho Partners, Ltd.

COHO PARTNERS, LTD. is an SEC-registered investment adviser established in 1999, located in Berwyn, PA. The firm offers continuous investment advice and management services to institutional and individual clients, focusing on protecting principal in "down" markets while capturing gains in "up" markets. They provide various investment strategies, including an ESG option, tailored to individual investors' objectives, time horizons, risk tolerance, and liquidity needs. Coho Partners manages approximately $2.2 billion of client assets on a discretionary basis as of 12/31/2024. The firm charges an annual fee based on a percentage of assets under management, with fee schedules for institutional and non-institutional clients. They do not participate in performance-based fees and maintain a Code of Ethics to ensure ethical conduct. Coho Partners may receive research and services from Fidelity Brokerage Services and provides proxy voting services. The firm does not have custody of client assets and does not have financial circumstances that impair its ability to meet obligations. Clients have the option to direct brokerage and vote on proxies themselves. For more information, visit www.cohopartners.com.