What are the opening hours?

Monday 8am - 5pm Tuesday 9am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

CORDA Investment Management, LLC

Home
United States
Houston, TX
CORDA Investment Management, LLC

Call Directions Website Contact the business

An investment advisory firm with a fiduciary promise to our clients. Our independence allows us to be fully transparent.

11/03/2026

As the holidays approach, many families will soon be gathered around the same table. It can be a natural time to talk about what matters most, including the values and hopes you want to pass on.

At CORDA, we believe a meaningful legacy goes beyond wealth. Our team works with you and your loved ones to plan for the lasting impact you wish to leave, with estate planning support from experienced advisors and legal experts.

If you'd like help starting that conversation, reach out to your CORDA Financial Advisor.

10/29/2026

As Schwab IMPACT 2026 comes to a close, we're grateful for three days of learning and connection in Boston.

Hearing from industry leaders and exchanging ideas with peers across the independent advisory community is a meaningful reminder of how much there is to learn in our work. Thank you to Schwab and to everyone who shared their time and perspective this week.

We're heading home inspired, with new ideas to bring to our clients!

10/27/2026

This week, members of our CORDA team are in Boston for Schwab IMPACT 2026.

We look forward to this conference every year. It's a valuable opportunity to learn from industry leaders, connect with peers across the independent advisory community, and explore the ideas shaping the future of our work.

Our team always comes home inspired, with fresh perspectives and new ideas to bring to the clients we serve. We're excited to get started!

10/22/2026

As the year draws to a close, many investors begin thinking about the tax impact of their portfolio.

At CORDA, our portfolio and planning teams work together to look for opportunities to manage capital gains thoughtfully, including tax-loss harvesting where appropriate. Our aim is to keep your investment decisions and your tax picture moving in the same direction.

If year-end taxes are on your mind, we'd welcome the conversation.

10/20/2026

A thoughtful plan for passing on wealth often involves more than a single document.

For many families, trusts can help bring structure and continuity as wealth moves from one generation to the next. Our team works with you and experienced legal professionals to consider strategies that reflect your values and your family's needs.

When you're ready to begin that conversation, we're here to help.

10/15/2026

Every October, the Social Security Administration announces its cost-of-living adjustment for the year ahead. It's a timely reminder that Social Security is an important part of many retirement plans.

When and how you claim benefits can affect your income for years to come. Our planning team can help you understand your options and how Social Security fits alongside the rest of your plan.

Wherever you are on your path to retirement, we're here to help you think it through.

10/14/2026

A wonderful evening at CORDA Fest in Houston last Friday! Thank you to the clients who joined us. Time to talk face to face, without a meeting agenda, reminds us why we do this work. Here’s to the start of fall, and hopefully some cooler Houston weather soon!

10/13/2026

Required minimum distributions are one of the financial deadlines that return every year, and the final months of the year are often when they come into focus.

With some planning, an annual requirement can become a thoughtful part of your broader strategy. Our team can help you consider how distributions fit alongside your income needs, tax picture, and long-term goals.

If RMDs are part of your plan this year, your CORDA Financial Advisor is here to help you approach them with clarity.

10/08/2026

Your investments and your financial plan shouldn't live in separate worlds.

At CORDA, we believe planning and investing work best together. Our portfolio team and financial planning professionals work alongside your Financial Advisor, connecting your portfolio to your tax picture, retirement goals, and long-term legacy.

It's one coordinated approach built around you, designed to bring greater clarity to the decisions ahead. To learn more, reach out to your CORDA Financial Advisor.

10/07/2026

One of the things that makes CORDA special is our people.

Last Saturday, CORDA teammates and fellow Texas Exes Nancy Genitempo and Lesley Groux had the opportunity to give back at the 2026 Texas Off Week Open with the Texas Exes Houston Chapter.

The golf tournament raises funds for the Houston Scholarship Endowment Fund, helping Houston-area students pursue their education at The University of Texas at Austin.

We’re grateful for teammates who show up beyond the office and for the opportunity to invest in the Houston community.

Address

8955 Katy Freeway, Ste 200
Houston, TX
77024

Opening Hours

Monday	8am - 5pm
Tuesday	9am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+17134390665

Website

http://www.cordamanagement.com/

Alerts

Be the first to know and let us send you an email when CORDA Investment Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.