A complete list of active advisors currently associated with Corda Investment Management, LLC

Warmer can help you find a great advisor at Corda Investment Management, LLC or one who fits your needs even better.

Corda Investment Management serves a mix of individual clients (both non‑high‑net‑worth and high‑net‑worth) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and pension consulting and additionally makes tax preparation available and provides access to attorney‑led estate‑planning services through an unrelated law firm. Corda tailors investment strategies to each client’s objectives and risk tolerance, providing ongoing monitoring, rebalancing, and integrated financial planning for portfolio clients at no additional charge. The firm combines fundamental, technical, and charting analysis and also uses options-based strategies—including hedging concentrated equity positions and constructing cash‑secured put portfolios—to address income needs and concentration risk. Managing roughly $2.0 billion in regulatory assets across more than a thousand client relationships, Corda pairs multi‑team scale with pension‑plan fiduciary work, including serving as an ERISA 3(38) investment manager and providing participant education and investment option monitoring. The firm participates in Charles Schwab’s institutional programs and the Schwab Advisor Network, receiving custodial and referral benefits that may factor into its custody recommendations.

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.