We don’t follow the herd.

As contrarian minded, disciplined investors, we are attracted to companies we believe are temporarily priced at a discount – fallen out of favor with Wall Street and the investing public.

Our team of portfolio managers and financial advisors invests with your interests first. We actively monitor the markets—both domestically and internationally—seeking out high-quality, undervalued opportunities that align with your unique goals. When the right opportunity arises, we act selectively and decisively to position your portfolio for long-term success.

There’s an oft-repeated phrase by investors, “You can have good news, or you can have good prices, but you can’t have both.” While falling markets can be uncomfortable while they are occurring, we’ve seen time and time again that these periods can present favorable buying opportunities with good entry points for high quality businesses. This is the exact moment you can find growth companies trading at reasonable valuations.

We cannot predict markets or economic trends. What we can control is how we execute our disciplined process. We focus on acquiring high-quality companies with strong balance sheets and healthy business fundamentals when they temporarily enter our buy zone. The current CORDA portfolio reflects our consistent commitment to this approach.

After-all, opportunity is found not in the consensus, but in the contrarian.

INVESTMENT PHILOSOPHY

HOW WE INVEST

FAQ

Barron’s 2025 Top Financial Advisors as of March 11, 2025. Forbes Top Wealth Advisors as of 2024 & 2025.

Third-party ratings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance. Generally, ratings, rankings and recognition are based on information prepared and submitted by the adviser.

If you are ready to start investing with a firm you can trust, call CORDA today at 855.439.0665 to schedule your initial consultation.

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Call us at 855.439.0665 or send us a message below.






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