Investment Management in Pasadena, Texas
From our three Texas locations, CORDA Investment Management, LLC, proudly provides investment management services to more than 1,000 families across the United States. If you are in Pasadena, please call our Houston office at (281) 407-1531 to schedule your initial consultation.
At CORDA, we deeply believe that investment should be understandable. Regardless of your current portfolio, we will create a fiscally responsible, easy to follow, customized investment approach to meet your goals.
The first step is to sit down with you for a discussion of your current and anticipated financial picture, your short-term and long-term goals, and your financial hopes and dreams. We will then use this information to develop your personalized financial blueprint to guide you through retirement and beyond.
Contrarian Value Investing
At CORDA, we follow Benjamin Graham’s and Warren Buffett’s contrarian value investing approach. We invest in stable companies that are currently out of favor with Wall Street and trading at a discount.
We take our fiduciary oath to our clients very seriously. We are a fee-only firm, and we do not receive commissions on the products we recommend or sell. Our approach to growing each client’s wealth is long-term, serious-minded, and highly disciplined.
Comprehensive Wealth Management Services
Besides investment management, we provide a comprehensive line of wealth management services:
Expertise and Teamwork
Many of our highly experienced, hand-picked financial advisors hold the credential of Accredited Investment Fiduciary. We work as a team to make sure that each client receives the best possible guidance toward his or her individual goals.
If you are in Pasadena, and are ready to start investing with a firm you can trust, call CORDA today at (281) 407-1531 to schedule your initial consultation.