Our Approach2018-08-16T23:27:38+00:00

We don’t follow the herd.

As contrarian minded, value 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 investment strategists invest with your interests first – We stay on top of the market, search for ideas, internationally and domestically, finding unique investment opportunities to align with your equally as unique investment goals and selectively buying when we see the right opportunity.

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

We are Value Investors. We seek to purchase businesses trading at a discount to intrinsic value. This is a time tested approach set forth originally by Benjamin Graham and implemented by others such as Warren Buffett.

We don’t follow the herd. As contrarian minded investors, we are attracted to companies we believe are temporarily priced at a discount because they have fallen out of favor with Wall Street and the investing public.

Our mindset is one of a business owner. We look for our investments to appreciate over time and provide steady dividends and cash flow along the way.

Focused: concentrating on our best ideas
Patient: being investors, not traders
Opportunistic: having no mandate to remain fully invested
Fundamental Approach: looking for high quality and strong balance sheets
Go Anywhere: investing across all sectors, geographies and market caps
Individual Securities: 
owning businesses, not investment products
Absolute Value: seeking genuine bargains
Cash Flow: selecting businesses that pay sustainable dividends
Rising Income Streams: preferring businesses with a history of increasing dividends
Fiduciary Responsibility: putting our clients’ interests first
Tax Efficient: minimizing the impact of taxes through our investment strategy

•  When can I retire?
•  Do we have enough to retire now?
•  Now that we are retired, will we outlive our money?
•  Does my current portfolio meet my objectives?
•  How should I invest?

Most families come to us with these questions. At CORDA, you will work with a team that specializes in answering them and receive a blueprint for retirement.

Learn more about our Financial Planning & Estate Planning services.

We are Value Investors. We seek to purchase businesses trading at a discount to intrinsic value. This is a time tested approach set forth originally by Benjamin Graham and implemented by others such as Warren Buffett.

We don’t follow the herd. As contrarian minded investors, we are attracted to companies we believe are temporarily priced at a discount because they have fallen out of favor with Wall Street and the investing public.

Our mindset is one of a business owner. We look for our investments to appreciate over time and provide steady dividends and cash flow along the way.

Focused: concentrating on our best ideas
Patient: being investors, not traders
Opportunistic: having no mandate to remain fully invested
Fundamental Approach: looking for high quality and strong balance sheets
Go Anywhere: investing across all sectors, geographies and market caps
Individual Securities: 
owning businesses, not investment products
Absolute Value: seeking genuine bargains
Cash Flow: selecting businesses that pay sustainable dividends
Rising Income Streams: preferring businesses with a history of increasing dividends
Fiduciary Responsibility: putting our clients’ interests first
Tax Efficient: minimizing the impact of taxes through our investment strategy

•  When can I retire?
•  Do we have enough to retire now?
•  Now that we are retired, will we outlive our money?
•  Does my current portfolio meet my objectives?
•  How should I invest?

Most families come to us with these questions. At CORDA, you will work with a team that specializes in answering them and receive a blueprint for retirement.

Learn more about our Financial Planning & Estate Planning services.

READ OUR FREQUENTLY ASKED QUESTIONS

OUR RELATIONSHIP PARTNERS ARE READY TO HELP.

Call us at 855.439.0665 or send us a message below.




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