How We Invest

Focused: concentrating on our best ideas
Patient: being investors, not traders
Opportunistic: having no mandate to remain fully invested
Fundamental Approach: looking for high quality and strong balance sheets
Strong ESG Profile: identifying businesses with long term sustainable business practices
Go Anywhere: investing across all sectors, geographies and market caps
Individual Securities: 
owning businesses, not investment products
Absolute Value: seeking genuine bargains
Cash Flow: selecting businesses that pay sustainable dividends
Rising Income Streams: preferring businesses with a history of increasing dividends
Fiduciary Responsibility: putting our clients’ interests first
Tax Efficient: minimizing the impact of taxes through our investment strategy

Ranked as Top Advisors for Barron’s and Forbes in 2015, 2016, 2017, 2018, 2019, 2020.

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.

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