· CORDA Investment Management, LLC works with a select clientele providing individualized portfolio management to meet the needs of each client.
· The firm does not participate, either directly or indirectly, in financial or service compensation from any brokerage or financial institution. The only source of income for the firm is the advisory fee paid by the client: we serve only one master.
· CORDA participates in the TD Ameritrade Advisor Direct referral program and has been active in the program since its inception.
· Our investment services are provided on an annual fee basis only in order to eliminate compensation derived through activity and to remove the selection of investments related to compensation.
· We do not assume custodial responsibilities for the client’s cash funds or securities. All assets remain in the clients name and account with a third-party custodian.