Investment Management in Highland Village, Texas
At CORDA Investment Management, LLC, we are proud to provide more than 1,000 families across the country with investment management services from our three Texas locations. If you live in Highland Village, please call our nearby Dallas location at (469) 453-6498 for an initial consultation.
We strongly believe that investment is vital for all families. We will sit down with you to develop a personalized, easily understandable, fiscally responsible investment path.
The first step is to get to know you. We will discuss your current and projected financial picture, your short-term and long-term goals, and your needs and desires. We will then use what we learn to create a customized financial blueprint to take you into retirement and beyond.
Contrarian Value Investing
CORDA follows the contrarian approach to investing that was pioneered by Benjamin Graham and Warren Buffett. We select companies that are strong and stable, but are currently out of favor with Wall Street.
As a fee-only firm, our fiduciary oath is to our clients. We do not receive commissions on any products we sell or recommend, and we take a disciplined, long-term, serious-minded approach to growing our clients’ wealth.
Comprehensive Wealth Management Services
Besides investment management, we provide a full range of wealth management services:
Expertise and Teamwork
Our hand-picked team of highly experienced advisors, many of whom hold the credential of Accredited Investment Fiduciary, work together. Our goal is to ensure that each client receives the best possible advice and guidance.
If you are in Highland Village, and are ready to start investing with a firm you can trust, call CORDA today at (469) 453-6498 to schedule your initial consultation.