CORDA INVESTMENT MANAGEMENT, LLC
Our driving principle set forth from the day we were founded is to put our clients' interests first. We treat our clients the way we'd like to be treated ourselves. There is no other way. Sweat, perseverance, long hours, good fortune...the dedication to provide for your family and to grow your wealth - the result is that you have worked hard to achieve a level of wealth that must be cared for with utmost confidence. The challenge to preserve, protect, and to pass a legacy to future generations is not be taken lightly. We believe you will benefit from our ability to help you navigate today's complex market environment.
We have a fiduciary responsibility to uphold what is in your best interest. We can be objective, not subjective, nor pulled by the conflicts inherent in some parts of the financial landscape. We have an obligation to you. We look to remove all conflicts of interest while building personalized portfolios. Our competitive advantage is that we are fee based, your account is held at a highly rated third party custodian, and there is no mandate to stay fully invested no matter the market conditions. We provide our own independent thinking to build portfolios that can stand the test of time.
Our goal is for our clients to benefit from the expertise of the diverse team of seasoned financial professionals led by Bonner C. Barnes, with more than thirty years’ experience planning and investing in the securities industry. Our highly dedicated group strives to provide the best possible service on your behalf. You can count on knowledgeable, personable individuals to understand your situation, be responsive to your needs, and work tirelessly to design a long term portfolio that will exceed your expectations.
Welcome to CORDA Investment Management, LLC. We look forward to serving you for many many years!
**For those seeking 401k Retirement Plan help - with strong guidance and extremely competitive fees, click
here to visit our sister site @ Corda 401k.**
CORDA Investment Management, LLC is registered with the SEC under the Investment Advisor Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.