ESG Considerations

At CORDA, we pride ourselves on identifying businesses that are committed to sustainability, good corporate citizenship, and have a positive impact on their communities and stakeholders. Consumers and shareholders are frequently holding companies to a higher standard for making a positive impact on society and the environment and are often also the most profitable.

CORDA seeks to perform ESG analysis as one component of a complex evaluation of a business for investment. This includes analysis of valuation, balance sheet, revenue and earnings trajectories, assessment of management, moat analysis, and others, to find companies that have a positive impact on the world, while reducing risk in your portfolio. Click here to read more about CORDA’s approach to ESG.

Barron’s 2023 Top 100 Advisors as of March 13, 2023. Forbes Top Wealth Advisor as of August 24, 2022.

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.

If you are ready to start investing with a firm you can trust, call CORDA today at 855.439.0665 to schedule your initial consultation.


Call us at 855.439.0665 or send us a message below.

How did you hear about us?