CORDA Investment Management, LLC
A+ Grade
Financial Advising in Westside
Showing 1 - 2 of 2 results
Investing
•
Westside
(3 reviews)
Closed · Sunday
$ - $$
The results of our work with Cords have been excellent. It is such a relief to turn your investment decisions over to...
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Financial Advising
•
Westside
(3 reviews)
Closed · Sunday
$ - $$
It is always a pleasure working with Chad and Cristina at IWS. Chad is very knowledgeable on all things financial/in...
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100%
Satisfaction
100%
Response Rate
100%
As Described
$ - $$
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A
Upon retirement, all most 11 years back, I changed investment philosophy from one of higher risk to one of value and income since my pension would soon become a lumpsum payment. The new philosophy tu... Upon retirement, all most 11 years back, I changed investment philosophy from one of higher risk to one of value and income since my pension would soon become a lumpsum payment. The new philosophy turned out to match CORDA's. Here we are, … More Read More
About CORDA Investment Management, LLC
CORDA Management opened its doors in 1999 with a simple mission: to be the go-to investment firm for families. We wanted to empower families for generations with strategies, advice, and plans that enable them to be financially secure. We’re proud to say that we’ve kept true to this commitment every day. Today, we serve more than 1,200 families across the United States from our seven locations across Texas, Louisiana, Colorado, and Florida. We take our mission very seriously, as we work to build trust with our clients to help them navigate their finances for their whole lives.
Reviews
(3) Reviews for this company
A
A Hailey
5
Upon retirement, all most 11 years back, I changed investment philosophy from one of higher risk to one of value and income since my pension would soon become a lumpsum payment. T... Upon retirement, all most 11 years back, I changed investment philosophy from one of higher risk to one of value and income since my pension would soon become a lumpsum payment. The new philosophy turned out to match CORDA's. Here we are, … More Read More
B
Bill Brown
5
For those who are of the Warren Buffet school of value investing, the Corda plan works extremely well for the future. That is our approach, but Corda is quite willing to meet your... For those who are of the Warren Buffet school of value investing, the Corda plan works extremely well for the future. That is our approach, but Corda is quite willing to meet your needs and your investing philosophy. Read More
M
Mary Gibbar
5
The results of our work with Cords have been excellent. It is such a relief to turn your investment decisions over to a company you can trust. … More