Services2018-08-21T02:02:46+00:00

Our Services

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

Investments Above
$2,000,000

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Investments From
$500,000 – $2,000,000

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Investments Below
$500,000

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Wealth Management Services in Houston, Dallas, and Austin, TX

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
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
At CORDA, we provide a broad range of estate planning services. These include, but are not limited to:

  • Will Advice
  • Trust Funds
  • Inherited IRAs
  • Life Insurance Planning
Learn More About Estate Planning

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.

OUR RELATIONSHIP PARTNERS ARE READY TO HELP.

Call us at 855.439.0665 or send us a message below.




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