CORDA Investment Management, LLC

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CORDA Investment Management, LLC An investment advisory firm with a fiduciary promise to our clients. Our independence allows us to be fully transparent.

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.

A wonderful evening at CORDA Fest in Houston last Friday! Thank you to the clients who joined us. Time to talk face to f...
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.

One of the things that makes CORDA special is our people.Last Saturday, CORDA teammates and fellow Texas Exes Nancy Geni...
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.

10/06/2026

October is Cybersecurity Awareness Month, a timely reminder that caring for your wealth goes beyond your investment portfolio.

So much of financial life now happens online, and your personal information deserves the same thoughtful attention as your investments. That's why we work with Aura to give CORDA clients access to cybersecurity and identity theft protection, with preferred pricing or full coverage included as part of your relationship with us.

It's one more way we help you protect what you've built and move forward with peace of mind. To learn more, reach out to your CORDA Financial Advisor.

10/01/2026

This Saturday, the Robson Ranch Women's Club is hosting its Holiday Market and Bocce Tournament. Proceeds from the tournament will benefit the Children's Advocacy Center, which guides and educates families through each step of investigation, prosecution, and healing from child sexual abuse.

CORDA is proud to sponsor this event and support work that makes a meaningful difference for children and families in our community. If you're in the area, details are below.

Saturday, October 3, starting at 8:00 a.m.
Robson Ranch Bocce Courts
Open to players of all skill levels
Learn more: rrwomensclub.org

09/29/2026

Life rarely stands still, and your retirement plan shouldn't either.

An annual retirement plan review is a valuable opportunity to meet with your Financial Advisor and our planning team. Together, we can revisit your goals, reflect any changes in your life, and refine your plan as your circumstances evolve. It's also a good time to talk through questions about income, Social Security, Medicare, and long-term care.

Our goal is to help you move toward retirement, and through it, with clarity and confidence. To learn more, reach out to your CORDA Financial Advisor.

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

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