Investment Management in Memorial, Texas

With three locations in Texas, CORDA Investment Management, LLC, proudly provides investment management services to more than 1,000 families across the country. If you live in Memorial, we invite you to call our Houston office at (281) 407-1531 to schedule your initial consultation.

CORDA is committed to the premise that investment should be understandable for all. Regardless of your current portfolio, we will provide you with an easy to understand, fiscally responsible, highly personalized approach to investing.

Financial Blueprint

First, we will sit down with you to discuss your current and projected finances, your short-term and long-term goals, and your financial needs and desires. With this information, we will develop a personalized financial blueprint to guide you through retirement and beyond.

Contrarian Value Investing

At CORDA, we follow the contrarian value investing approach pioneered by Warren Buffett and Benjamin Graham. We invest in companies that are strong and stable, but are currently trading at a discount as they are out of favor with Wall Street.

Fiduciary Responsibility

We are committed to our fiduciary oath to our clients. As a fee-only firm, we do not receive commissions on the products we recommend or sell. We follow a serious-minded, long-term, disciplined approach to growing each client’s wealth.

Comprehensive Wealth Management Services

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

• Financial Planning
• Estate Planning
• Retirement Planning

Expertise and Teamwork

We have a highly experienced, hand-picked team of financial advisors, many of whom hold the credential of Accredited Investment Fiduciary. We work together to ensure that each client receives the best possible guidance to achieve his or her unique goals.

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