Investment Management in Westlake, Texas

Investment Management in Westlake, Texas

CORDA Investment Management, LLC, proudly provides investment management services to more than 1,000 families nationwide from our three locations in Texas. If you live in Westlake, we invite you to call our nearby Austin location at (512) 518-6849 to schedule an initial consultation.

At CORDA, we are committed to the idea that investment is key to protecting and growing your wealth. Regardless of your familiarity with investing, we will provide you with individualized, easy to understand, fiscally responsible investment management.

Financial Blueprint

Our first step is to sit down with you and get to know your current and projected future finances, as well as your short-term and long-term goals, needs, and desires. We will then use this information to create a personalized financial blueprint to guide you into retirement and beyond.

Contrarian Value Investing

At CORDA, we follow Warren Buffett and Benjamin Graham’s contrarian approach to investing. We choose strong, stable companies that are currently trading at a discount due to falling out of favor with Wall Street.

Fiduciary Responsibility

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

Comprehensive Wealth Management Services

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

Expertise and Teamwork

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

If you are in Westlake, and are ready to start investing with a firm you can trust, call CORDA today at (512) 518-6849 to schedule your initial consultation.