Investment Management in Texas City, Texas
From our three Texas locations, CORDA Investment Management, LLC, proudly provides investment management services to more than 1,000 families across the country. If you are in Texas City, please call our Houston office at (281) 407-1531 to schedule your initial consultation.
At CORDA, we are committed to the idea that investing should be accessible. Regardless of your investment experience, we will create an easy to follow, highly individualized, fiscally responsible investment approach to meet your goals.
Financial Blueprint
The first step is to understand your current and projected finances, your short-term and long term-goals, and your financial hopes and dreams. We will then use this information to develop a personalized financial blueprint to guide you through retirement and beyond.
Contrarian Value Investing
At CORDA, we follow the contrarian investment approach that was pioneered by Warren Buffett and Benjamin Graham. We focus on companies that are stable and reliable, but are currently trading at a discount as they have fallen out of favor with Wall Street.
Fiduciary Responsibility
As a fee-only firm, we do not receive commissions on any products that we recommend or sell. We take our fiduciary oath to our clients quite seriously. We follow a serious-minded, highly disciplined, long-term approach to growing each client’s wealth.
Comprehensive Wealth Management Services
In addition to investment management, we provide a full range of wealth management services:
Expertise and Teamwork
Our highly experienced team of financial advisors is carefully hand picked. Many of our advisors hold the credential of Accredited Investment Fiduciary. We work together to ensure that each client receives the best possible advice and guidance toward his or her individual goals.
If you are in Texas City, and are ready to start investing with a firm you can trust, call CORDA today at (281) 407-1531 to schedule your initial consultation.
