A complete list of active advisors currently associated with Corda Investment Management, LLC
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CORDA Investment Management is a multi-team registered investment adviser managing roughly $2.0 billion in client assets for about 1,359 clients through a team of approximately 30 advisors. The firm provides discretionary portfolio management and integrated financial planning to individuals (including high‑net‑worth clients) and also offers pension consulting/ERISA plan services, along with tax preparation and access to attorney‑led estate‑planning document services. CORDA builds customized, discretionary portfolios based on clients’ objectives and monitors and rebalances accounts on an ongoing basis, using a range of approaches that include long‑ and short‑term trading, options strategies to manage concentrated equity positions, direct indexing, and other factor‑driven and long/short strategies. For certain strategies the firm uses a third‑party sub‑adviser that exercises discretionary management over allocated assets while CORDA retains overall client relationship oversight; its advisory fees are charged primarily as percentage‑of‑AUM and billed quarterly, and the firm does not offer fixed‑fee arrangements. Notable distinctions relative to many peers include acting as a 3(38) investment manager for retirement plans with documented fiduciary and participant‑education services, the combination of investment management with in‑house tax preparation and a formal, disclosed referral relationship to an unrelated estate‑planning law firm, and the availability of programmatic offerings such as a Next Generation account option. CORDA also participates in custodial and referral programs through Charles Schwab and discloses the associated sub‑advisory oversight, brokerage practices, and potential economic conflicts tied to those relationships.
To learn more about the advisors currently working at Corda Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Corda Investment Management, LLC's office locations.
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