INVESTMENT PHILOSOPHY
Our Investment Philosophy
At CORDA, we are disciplined, long-term investors. Our approach is grounded in patience, research, and a commitment to investing with our clients’ best interests at heart. While we cannot predict markets or economic trends, we can control how we execute our process.
We focus on:
- Buying at a discount – As contrarian minded investors, we are attracted to companies we believe are temporarily priced at a discount because they have fallen out of favor with Wall Street and the investing public.
- Thinking like a business owner – We invest in businesses positioned for long-term appreciation, steady dividends, cash flow, and strong balance sheets.
- Reducing risk – Our goal is to reduce risk and to identify businesses striving for long term sustainable excellence.
The characteristics of our current portfolio reflect the continued, disciplined execution of this philosophy, positioning our clients for growth, income, and long-term success.
Barron’s 2025 Top Financial Advisors as of March 11, 2025. Forbes Top Wealth Advisors as of 2024 & 2025.
Third-party ratings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. Generally, ratings, rankings and recognition are based on information prepared and submitted by the adviser.
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Call us at 855.439.0665 or send us a message below.
