Investment Management in Beaumont, Texas

CORDA Investment Management, LLC, is proud to provide investment management services to more than 1,000 families across the country from our three Texas offices. If you live in Beaumont, please call our nearby Houston office at (281) 407-1531 to schedule your initial consultation.

CORDA is committed to providing investment management for all, regardless of your existing portfolio. We will work hard to develop an individualized, fiscally responsible, easy to understand plan for your investments.

Financial Blueprint

Our first step is to sit down and talk about your current and projected finances, as well as your needs, desires, and short-term and long-term goals. We will then use this information to create a customized financial blueprint that will lead you into retirement and beyond.

Contrarian Value Investing

At CORDA, we follow Benjamin Graham and Warren Buffett’s contrarian investment approach. We choose strong, stable companies that have fallen out of favor with Wall Street and are currently trading at a discount.

Fiduciary Responsibility

Our fiduciary oath to our clients is prominent in everything we do. We follow a disciplined, serious-minded, long-term approach to growing our clients’ wealth. As a fee-only firm, we do not take commissions on any products we sell or recommend.

Comprehensive Wealth Management Services

In addition to investment management, we provide a complete line of wealth management services:

Expertise and Teamwork

Many of our highly experienced, hand-picked advisors hold the credential of Accredited Investment Fiduciary. We work together to provide each client with the best possible advice to achieve his or her unique goals.

If you are in Beaumont, and are ready to start investing with a firm you can trust, call CORDA today at (281) 407-1531 to schedule your initial consultation.