Corda Investment Management, LLC

Overview

Corda Investment Management, LLC is an independent registered investment adviser that has been SEC-registered since 1999. The firm provides portfolio management and financial planning to individuals, families and institutional clients, operating on a percentage-of-AUM fee model. Its advisory services explicitly cover financial planning and discretionary portfolio management for individuals/small businesses as well as for businesses and institutions. The firm is not identified in the snapshot as an active ESG investor. Corda has been recognized repeatedly in Forbes’ Top RIA Firms lists (2022, 2023, 2024), reflecting public attention to its market presence and scale. The firm structures its investment program around public equities as the dominant exposure, supplemented by third-party alternative managers and pooled investment vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices