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CORDA Investment Management, LLC
8955 Katy Freeway, Houston, Texas 77024
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About the CORDA Investment Management, LLC
CORDA Investment Management, LLC is a finance institution located at 8955 Katy Freeway in Houston, Texas, United States. At CORDA, we work with you to define your ideal investment approach that aligns with your strategic savings goals both now and in the future. Our services include estate planning with a Board Certified Attorney, with options ranging from $1,000 to $1,500, as well as discounted estate planning documents through our partnership with LegalZoom.
With over 20 years of experience, CORDA Investment Management has been guiding families to financial security through personalized strategies, advice, and plans. We have additional locations in Austin, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables to serve our clients nationwide. Please contact us at 713-439-0665 for more information or to schedule a consultation.
Photos of CORDA Investment Management, LLC
8955 Katy Fwy # 200, Houston, TX 77024, United States
Opening hours of CORDA Investment Management, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of CORDA Investment Management, LLC
"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, just over 10 years down the road, 2.5 times higher than when we first met, with an average total annual return of better than 8%. Thank you for keeping clients first and investing your money in the same holdings. Our gains are yours and vice-versa!"
"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."
"Corda has proven they have my best interest at mind. Outgoing and showing they care about my family and are willing to educate you on the market trends and what to expect along the way."
"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."
"Superior services provided by a knowledgeable, caring and genuine staff. Kudos to Corda … well done."
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