Investment Management in Austin, Texas
A family-centered investment advisory firm named after founder Bonner C. Barnes’ two daughters, CORDA Investment Management, LLC, now has more than 1,000 clients in Austin and throughout the country. Yet we maintain our focus on highly personalized, client-client centered investment advice.
Our services include:
Financial Blueprint: Your journey begins with a detailed professional review of your current and projected financial situation. We will then lay out a financial blueprint to meet your short and long-term goals from now through retirement.
Contrarian Value Investing: Pioneered by Benjamin Graham and Warren Buffett, the contrarian investment philosophy leads us to invest in solid, trustworthy companies that are trading at a discount due to a temporary fall from favor on Wall Street.
Fiduciary Responsibility: Our clients’ best interests are our only priority. We take our fiduciary responsibility very seriously, and we take a disciplined, patient approach to managing your investments.
If you are in the Austin area, and are ready to begin a long-term professional relationship with a proven investment firm that will put your interests first, please contact CORDA today at 512-518-6849. We look forward to earning your trust.