Insights

Client-Centric Approach CORDA Investment Management specializes in providing individualized portfolio management for a select clientele, indicating potential for premium financial technology solutions tailored to high-net-worth clients and boutique investment firms.

Long-Term Value Focus With a contrarian, value-driven investment philosophy emphasizing sustainable dividends and long-term growth, CORDA may be interested in analytics, research tools, and platforms that enhance long-term investment strategies and risk management.

Industry Positioning Operating within a competitive segment of the investment management industry with similar firms of varying sizes, CORDA presents opportunities for partnership in advanced compliance, reporting, and CRM solutions to support its differentiated value approach.

Growth Potential Revenues estimated between 50 and 100 million dollars and recent digital presence expansion suggest opportunities for digital marketing, client engagement platforms, and cybersecurity solutions to further boost client trust and operational efficiency.

Technology Stack Using a combination of popular web technologies and database tools, CORDA demonstrates openness to technological innovation, signaling potential interest in enterprise software, cloud solutions, and AI-driven investment analytics to support its strategic objectives.

CORDA Investment Management Tech Stack

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

  • WordPress Super Cache
    Caching
  • WordPress
    Content Management System
  • MySQL
    Database
  • Supabase
    Development
  • jQuery
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Apache
    Web Servers
  • prettyPhoto
    Web Tools And Plugins

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?

Minus sign iconPlus sign icon
CORDA Investment Management's main headquarters is located at 8955 Katy Freeway Suite 200 Houston, Texas 77024 United States. The company has employees across 1 continents, including North America.

What is CORDA Investment Management's phone number?

Minus sign iconPlus sign icon
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 official website and social media links?

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

What is CORDA Investment Management's NAICS code?

Minus sign iconPlus sign icon
CORDA Investment Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does CORDA Investment Management have currently?

Minus sign iconPlus sign icon
As of June 2026, CORDA Investment Management has approximately 32 employees across 1 continents, including North America. Key team members include Chief Executive Officer: L. H.Senior Financial Planner & Head Of Estate Planning: D. J.Talent Program Manager: N. G.. Explore CORDA Investment Management's employee directory with LeadIQ.

What industry does CORDA Investment Management belong to?

Minus sign iconPlus sign icon
CORDA Investment Management operates in the Investment Management industry.

What technology does CORDA Investment Management use?

Minus sign iconPlus sign icon
CORDA Investment Management's tech stack includes WordPress Super CacheWordPressMySQLSupabasejQuerySwiperApacheprettyPhoto.

What is CORDA Investment Management's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
CORDA Investment Management was founded in 1999.

CORDA Investment Management

Investment ManagementTexas, United States11-50 Employees

CORDA Investment Management is a Houston-based investment advisory firm offering individualized portfolio management to a select clientele. The firm follows a contrarian, value-oriented approach that emphasizes strong balance sheets, durable earnings, and growing dividends as the basis for long-term value. It seeks to align investments with clients' goals, including capital preservation, retirement income, and legacy planning, and concentrates on holding high-quality companies for the long term rather than chasing short-term price movements.

Active in the investment management industry, CORDA is registered with the SEC under the Investment Advisers Act of 1940. In 2018, the firm launched its website, signaling an expansion of client engagement while continuing to provide personalized, selective service.

Section iconCompany Overview

Headquarters
8955 Katy Freeway Suite 200 Houston, Texas 77024 United States
Phone number
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.