CORDA INVESTMENT MANAGEMENT, LLC

Overview

Corda Investment Management, LLC is an independent registered investment adviser that has been SEC-registered since 1999 and operates as an LLC. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its advisory offerings include financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Corda reports a preference for equities and lists exchange-traded equities as its most-used asset class. The firm has been recognized in Forbes’ Top RIA lists in 2022, 2023, and 2024. Corda is not positioned as a capital allocator and does not identify as an active ESG investor. It does not present itself as a multi-state or newly formed adviser and is not listed as a pension consultant or related adviser in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices