Insights

Niche Clientele CORDA Investment Management serves a select clientele with personalized portfolio management, indicating an opportunity to develop tailored wealth management solutions and premium services aimed at high-net-worth individuals or institutional clients.

Long-Term Investment Philosophy With a contrarian, value-driven approach focused on sustainable dividends and earnings growth, there is potential to promote advanced analytics, reporting tools, or educational content that aligns with their emphasis on long-term, patient investing strategies.

Growing Revenue Generating between 50 and 100 million dollars in revenue suggests a mid-sized firm with expanding asset base, offering opportunities for scalable financial products, technology upgrades, or advisory services to support their growth trajectory.

Technology Stack Utilizing modern web technologies like WordPress, MySQL, and Apache indicates openness to digital solutions; this presents a chance to offer web development, cybersecurity, or digital marketing services to enhance their online presence and client engagement.

Competitive Market Operating in a competitive segment alongside firms with similar client focus suggests opportunities to differentiate through innovative investment tools, client reporting systems, or personalized financial planning solutions tailored for their affluent client base.

CORDA Investment Management Tech Stack

CORDA Investment Management uses 8 technology products and services including WordPress Super Cache, WP Rocket, WordPress, and more. Explore CORDA Investment Management's tech stack below.

  • WordPress Super Cache
    Caching
  • WP Rocket
    Caching
  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Apache
    Web Servers

CORDA Investment Management's Email Address Formats

CORDA Investment Management uses at least 1 format(s):
CORDA Investment Management Email FormatsExamplePercentage
First@cordamanagement.comJohn@cordamanagement.com
53%
FLast@cordamanagement.comJDoe@cordamanagement.com
20%
First.Last@cordamanagement.comJohn.Doe@cordamanagement.com
14%
Last@cordamanagement.comDoe@cordamanagement.com
13%

Frequently Asked Questions

Where is CORDA Investment Management's headquarters located?

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CORDA Investment Management's main headquarters is located at 8955 Katy Freeway, Suite 200 Houston, TX 77024, US. The company has employees across 1 continents, including North America.

What is CORDA Investment Management's phone number?

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You can contact CORDA Investment Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CORDA Investment Management's stock symbol?

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CORDA Investment Management is a publicly traded company; the company's stock symbol is N/A.

What is CORDA Investment Management's official website and social media links?

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CORDA Investment Management's official website is cordamanagement.com and has social profiles on LinkedIn.

How much revenue does CORDA Investment Management generate?

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As of October 2025, CORDA Investment Management's annual revenue is estimated to be $4M.

What is CORDA Investment Management's SIC code NAICS code?

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CORDA Investment Management's SIC code is 6726 - Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CORDA Investment Management have currently?

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As of October 2025, CORDA Investment Management has approximately 30 employees across 1 continents, including North America. Key team members include Chief Executive Officer: L. H.Vice President Of Business Development: E. L.President, Chief Investment Officer: B. C. B.. Explore CORDA Investment Management's employee directory with LeadIQ.

What industry does CORDA Investment Management belong to?

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CORDA Investment Management operates in the Investment Management industry.

What technology does CORDA Investment Management use?

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CORDA Investment Management's tech stack includes WordPress Super CacheWP RocketWordPressOpen GraphMySQLModernizrjQueryApache.

What is CORDA Investment Management's email format?

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CORDA Investment Management's email format typically follows the pattern of First@cordamanagement.com. Find more CORDA Investment Management email formats with LeadIQ.

When was CORDA Investment Management founded?

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CORDA Investment Management was founded in 1999.

CORDA Investment Management

Investment ManagementUnited States11-50 Employees

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.

Section iconCompany Overview

Headquarters
8955 Katy Freeway, Suite 200 Houston, TX 77024, US
Phone number
SIC Code
6726 - Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    CORDA Investment Management's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    CORDA Investment Management's revenue is estimated to be in the range of $50M$100M

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