Investment Management in Deer Park, Texas
With three Texas locations, CORDA Investment Management, LLC, proudly provides more than 1,000 families across the country with investment management services. If you are in Deer Park, please call our Houston office at (281) 407-1531 to schedule your initial consultation.
At CORDA, we are passionate about providing transparent investment advice. Regardless of your current portfolio, we will create an easy to follow, fiscally responsible, highly personalized investment approach to meet your goals.
First, we will sit down for a conversation with you to develop an understanding of your current and anticipated financial picture, your short-term and long-term goals, and your financial needs and desires. We will then use this information to create a customized financial blueprint that can guide you through retirement and beyond.
Contrarian Value Investing
At CORDA, we follow the contrarian approach to investing that was pioneered by Benjamin Graham and Warren Buffett. We invest in companies that are stable and reliable, but are currently out of favor with Wall Street and trading at a discount.
As a fee-only firm, we do not receive commissions on the products we sell or recommend. Our fiduciary oath is solely to our clients, and we take it very seriously. We have a highly disciplined, serious-minded, long-term approach to growing each client’s wealth.
Comprehensive Wealth Management Services
In addition to investment management, we provide a comprehensive suite of wealth management services:
Expertise and Teamwork
We have a hand-picked, highly experienced team of financial advisors. Many hold the credential of Accredited Investment Fiduciary. We work as a team to provide each client with the best possible advice and guidance toward his or her individual goals.
If you are in Deer Park, and are ready to start investing with a firm you can trust, call CORDA today at (281) 407-1531 to schedule your initial consultation.