# CORDA Investment Management

> CORDA Investment Management, LLC is a Houston-based, SEC-registered investment advisor (RIA) established in 1999. A fiduciary firm, CORDA provides coordinated portfolio management, financial planning, tax planning and preparation, and estate planning services for individuals and families nationwide. The firm manages assets starting at $500K with a disciplined, long-term, value-oriented investment philosophy focused on individual stocks with above-average dividend yields.

CORDA operates four offices: Houston (headquarters), Austin, Dallas/Fort Worth, and Denver. The team includes 30+ professionals — financial planners, portfolio managers, financial advisors, in-house CPAs, and client support staff. The firm has been ranked as a Top Advisor by Barron's and Forbes (2015–2022).

Investment philosophy centers on three pillars: buying at a discount (contrarian approach to temporarily undervalued companies), thinking like a business owner (focus on long-term fundamentals), and reducing risk (predictable, well-managed businesses with low probability of permanent capital loss). Portfolios typically hold 25–30 individual businesses with dividend yields 2–2.5x the S&P 500.

Service tiers: Navigate ($500K–$999K), Journey ($1M–$1.99M), Voyage ($2M–$4.99M), and Legacy ($5M+). Fees: 1% on first $2M, 0.85% on next $3M, 0.50% on next $5M, 0.25% over $10M.

Toll-free: 855.439.0665. Email: info@cordamanagement.com.

## About

- [Meet the Team](https://cordamanagement.com/about/team): Leadership, portfolio managers, financial planners, advisors, consultants, compliance, and support staff
- [Investment Philosophy](https://cordamanagement.com/about/philosophy): Disciplined, long-term approach — buying at a discount, thinking like a business owner, reducing risk
- [FAQ](https://cordamanagement.com/about/faq): 18 questions covering services, fees, investment approach, risk management, dividends, and custodians
- [In the Community](https://cordamanagement.com/about/community): Charitable involvement in education, basic needs, and environmental protection

## Services

- [Investment Strategy](https://cordamanagement.com/services/investment-strategy): 12 core investment principles and due diligence process
- [Financial Planning](https://cordamanagement.com/services/financial-planning): Individualized plans, retirement, education, tax, and estate planning
- [Tax Planning & Preparation](https://cordamanagement.com/services/tax-planning): In-house CPAs providing integrated year-round tax strategy and preparation
- [Estate Planning](https://cordamanagement.com/services/estate-planning): Wills, trusts, inherited IRAs, insurance review, attorney coordination
- [Service Packages](https://cordamanagement.com/services/packages): Four tiered packages — Navigate, Journey, Voyage, and Legacy
- [Market Insights](https://cordamanagement.com/services/market-insights): Quarterly newsletter archive with market commentary and portfolio updates

## Contact

- [Contact Us](https://cordamanagement.com/contact): General inquiries, office locations (Houston, Austin, Dallas/Fort Worth, Denver)
- [Complimentary Portfolio Review](https://cordamanagement.com/contact/portfolio-review): Free portfolio analysis for prospective clients
- [Investment Questionnaire](https://cordamanagement.com/contact/questionnaire): Risk tolerance and investment objectives assessment
- [Careers](https://cordamanagement.com/contact/careers): Employment opportunities and resume submission

## Optional

- [Disclosures](https://cordamanagement.com/disclosures): Legal disclosures, Form ADV Part 2A, Form CRS, Privacy Notice