CORDA does not sell products. We prefer to use individual stocks and/or bonds to build a portfolio. On occasion, we will use other securities, such as Exchange Traded Funds, for smaller accounts or for additional diversification.

Yes. We use independent, third-party custodians to provide full transparency to our clients. These custodians also provide online access, monthly statements and year-end reporting. You can have peace of mind that your money is safe.

Our fee is 1% annually on the first $2 million of managed assets, .75% on the next $3 million, .40% on the next $5 million, and .20% over $10,000,001. Please see our ADV.

Yes. CORDA is registered with the Securities and Exchange Commission. As an RIA, we adhere to the fiduciary standard of care set by the SEC which requires us to act in our clients’ best interests. Broker-dealers are only required to recommend suitable investments.

Yes. CORDA has been ranked as a Top Advisor by Barron’s and Forbes 2015 through 2022. CORDA has also been named to the investor.com 2021 Top Firms in Texas list.

Yes. We do our own independent research, free from the noise of Wall Street and investment banks.

We serve families all over the country.

CORDA takes a thorough approach to understanding your needs and objectives. We can customize our offering based on your situation. Every client has different goals and priorities. Sometimes the need is for retirement income; other times it may be for college education expenses or philanthropic gifting. Whatever the need, we take the time to get to know you so that we can build a portfolio that is right for you and your family.

CORDA was established in 1999.