Insights

Niche Market FocusCORDA Investment Management works with a select clientele, offering individualized portfolio management to meet specific needs. This personalized approach creates an opportunity for tailored investment solutions catering to unique client objectives.

Contrarian Investment StrategyWith a contrarian 'value' driven investment strategy, CORDA seeks to invest in undervalued companies with solid fundamentals and growth potential. This unique approach opens avenues for engaging clients seeking long-term value and sustainable returns.

Strong Online PresenceRecently launching a new website, CORDA Investment Management demonstrates a commitment to enhancing its online visibility. Leveraging digital platforms and technologies like LinkedIn Insight Tag and WordPress presents a direct channel for acquiring leads and engaging with potential clients.

Competitive Landscape AnalysisBy understanding the competitive landscape, CORDA can position itself strategically among similar companies in the industry. Analyzing competitors like Stephens Wealth Management Group, Halbert Hargrove, and Personal Capital offers insights into differentiation and potential target market segments.

Financial Growth PotentialWith revenues estimated between $0 - 10M, CORDA Investment Management signals growth opportunities within a scalable financial bracket. Sales professionals can explore partnerships, collaborations, and investment opportunities aligned with CORDA's revenue range for potential business expansion.

CORDA Investment Management Tech Stack

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

  • WordPress Super Cache
    Caching
  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • Modernizr
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • prettyPhoto
    Web Tools And Plugins
  • Slider Revolution
    Widgets

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
50%
FLast@cordamanagement.comJDoe@cordamanagement.com
21%
First.Last@cordamanagement.comJohn.Doe@cordamanagement.com
15%
Last@cordamanagement.comDoe@cordamanagement.com
14%

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 December 2024, CORDA Investment Management's annual revenue reached $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 523920 - Portfolio Management.

How many employees does CORDA Investment Management have currently?

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As of December 2024, CORDA Investment Management has approximately 27 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 CacheCloudflare CDNCloudflareRSSModernizrLightboxprettyPhotoSlider Revolution.

What is CORDA Investment Management's email format?

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CORDA Investment Management's email format typically follows the pattern of . 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

CORDA Investment Management

Investment ManagementTexas, United 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
523920 - Portfolio Management
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $10M

    CORDA Investment Management's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    CORDA Investment Management's revenue is in the range of $10M

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