Our Services

To help you align with your goals, explore four relevant planning approaches and philosophies here:

Investments From
$500K – $999K

Investments From
$1M – $1.99M

Investments From
$2M – $4.99M

Investments Above
$5M

Headquartered in Houston, with offices in Dallas and Austin, CORDA Investment Management, LLC, provides a complete line of wealth management services. We believe strongly that wealth management is vital for families at all stages of life and in all income brackets. Founded in 1999, we have assisted more than 1000 families nationwide with reaching their financial goals.

At CORDA, we follow the contrarian approach to investment that was pioneered by Warren Buffett and Benjamin Graham, among others. We focus on reliable, strong companies that are temporarily trading at a discount.

Our fee-only advisors are not brokers. We take our fiduciary responsibility to our clients quite seriously, and we customize each portfolio to meet that client’s needs and desires.

Learn More About Investment Management
CORDA provides complete financial planning services for families with widely disparate needs and goals. We help you identify your short-term and long-term financial goals, and create a customized plan to help you achieve them. We strive to build professional relationships with our clients that will last a lifetime.

Learn More About Financial Planning

CORDA offers estate planning as part of our comprehensive financial services. Our advisors help you navigate key decisions and coordinate with your legal team to ensure your wishes are honored. While we don’t draft legal documents, we can refer you to trusted professionals when needed. Our guidance often includes:

  • Will and inheritance planning
  • Trust structures and strategy
  • Inherited IRAs
  • Life insurance planning
  • Coordination with legal and tax professionals
Learn More About Estate Planning
Like all other aspects of wealth management, retirement planning is highly personalized. Those who plan to downsize have far different needs than those who want to travel the world, and those who have been saving for retirement since starting their first job will require different advice than those who are just starting to save in their 40s or 50s. We assess your full financial picture and retirement goals, and draft a detailed step-by-step plan to get you there.

Learn More About Retirement Planning
We recognize that tax planning and tax preparation are fundamental components of financial success. Our in-house Certified Public Accountants (CPAs) work alongside our Financial Advisors to develop customized tax strategies designed to minimize tax liabilities while enhancing wealth accumulation and preservation. Whether you need proactive tax planning or expert tax return preparation, our team provides a seamless, integrated approach tailored to your financial needs.

Learn More About Tax Services

If you need legal help that falls outside of our area of expertise, such as assistance with filling out certain documents, we can refer you to trusted legal advisors. We may also be able to help your estate avoid probate.

If you are ready to begin a professional relationship with a trustworthy wealth management and investment firm, call CORDA today at 855.439.0665 to schedule your initial consultation.

READY TO START A CONVERSATION?

Call us at 855.439.0665 or send us a message below.






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