At CORDA, we individually manage each client’s portfolio. We don’t use model portfolios, and we don’t use asset allocation models. Our first step is to sit down and fully understand your current and projected future financial circumstances. We will sit down and discuss your short-term and long-term goals and desires.
Then we will take what we learned and draw up a custom portfolio strategy that will meet your individual needs from now through your retirement. For example, for many of our clients, our primary goal is to generate income streams. One way we do this is to use dividend investing to create steady and rising income.
At CORDA, our investment philosophy is the contrarian approach pioneered by Benjamin Graham and Warren Buffett. We invest in solid, stable companies that have fallen out of favor with Wall Street and are currently trading at a discount.
Our fiduciary responsibility is to our clients. As a fee-only firm, we do not get commissions on the products we sell or recommend. We follow a serious-minded, long-term approach to investment management.
CORDA provides full wealth management services for a lifetime. In addition to investment management, we also provide:
Our highly experienced team of advisors includes several team members with the Accredited Investment Fiduciary (AIF) credential as well as Certified Financial Planners (CFPs). We work together as needed to ensure that we give you the best possible investment recommendations and guidance.