CORDA Investment Management works with a select clientele providing individualized portfolio management to meet the specific need of each client. Philosophy: There are many reasons to invest: personal goals, preservation of capital, retirement income, preserving a legacy, providing capital for charitable causes, etc. - At CORDA, our contrarian ‘value’ driven investment strategy is focused, thoughtful and smartly conceived. We seek to own businesses that have solid balance sheets, income statements, and exceptional dividend trajectories. If and when these opportunities are attractively priced, we will invest for the long haul. Importantly, we are not restricted by unnecessary parameters. Typically we will avoid the momentum of the herd and invest in what we believe are good companies that have fallen out of favor with Wall Street and the public. We do not attempt to determine short-term price fluctuations but are instead looking for long-term value via attractive and sustainable dividends and earnings growth. CORDA Investment Management is registered with the SEC under the Investment Advisory Act of 1940.
View Top Employees from CORDA Investment ManagementWebsite | http://www.cordamanagement.com |
Revenue | $5.7 million |
Employees | 28 (28 on RocketReach) |
Founded | 1999 |
Address | 8955 Katy Freeway Suite 200, Houston, Texas 77030, US |
Phone | (713) 439-0665 |
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Industry | Investment Management, Finance General, Individual Portfolio Management, Finance, Retirement Plan Offerings, 401k |
Web Rank | 13 Million |
Keywords | Quotes From Asset Managers, Wealth Management For 10 Million, Firms That Value Invest Texas, Asset Managers Houston Texas |
Competitors | Charles Carroll Financial Partners, Constant Guidance Financial, Covenant Wealth Advisors, Sierra Pacific Financial Advisors, LLC, Tarheel Advisors, LLC |
SIC | SIC Code 628 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52391 Companies, NAICS Code 5239 Companies, NAICS Code 523910 Companies |
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The CORDA Investment Management annual revenue was $5.7 million in 2024.
Eyal Lavie is the Vice President of Business Development of CORDA Investment Management.
28 people are employed at CORDA Investment Management.
CORDA Investment Management is based in Houston, Texas.
The NAICS codes for CORDA Investment Management are [523, 52, 52391, 5239, 523910].
The SIC codes for CORDA Investment Management are [628, 621, 62].