Investment Management in University Park, Texas
At CORDA Investment Management, LLC, we believe that investing is essential. Whether you currently have a large portfolio or are just dipping your toes into the world of investment, we are committed to providing you with personalized, fiscally responsible, easy to understand investment management services. We proudly serve more than 1,000 families nationwide from our three locations in Texas. Residents of University Park are invited to contact our nearby Dallas location at (469) 453-6498.
Our first concern is to ensure that we fully understand your current financial circumstances and your projected future finances, as well as your short-term and long-term goals and desires. We will then take everything we learned and create an individualized financial blueprint that will serve as a roadmap to meet or exceed your goals.
Contrarian Value Investing
At CORDA, we follow the contrarian approach to investment that was pioneered by Benjamin Graham and Warren Buffett. We invest in strong, stable companies that are temporarily out of favor with Wall Street and trading at a discount.
We take our fiduciary oath quite seriously. We are a fee-only firm, and we do not receive commissions on any of our products. Our commitment is to you, and we take a long-term, serious-minded approach to protecting and growing your wealth.
Comprehensive Wealth Management Services
In addition to investment management, we are proud to offer comprehensive wealth management services for all aspects of your life. These include:
Expertise and Teamwork
At CORDA, we have a hand-picked, highly experienced team of advisors, many of whom hold the Accredited Investment Fiduciary credential. Our advisors work together frequently to ensure that you receive the best possible guidance and recommendations.
If you are in University Park, and are ready to start investing with a firm you can trust, call CORDA today at (469) 453-6498 to schedule your initial consultation.