CORDA Investment Management, LLC

I do not recommend this company. They lied to me several times and lost part of my money. They do not care for the client wishes at all. They totally lost my trust.
Sep 22nd, 2022

Jul 15th, 2021

I've been with Corda/Dallas for almost 10 years now. I've been in the market since 1970 and have done my own research, used various stock brokers, and one other advisor. Besides the standard qualities of Professionalism, Quality, Responsiveness, Value, my experience with Corda also has shown a great concern, like a mother or father level concern, for my specific situation. Like all advisors, they have a specific strategy that is refined on an ongoing basis to match the sometimes wild fluctuations of the ever changing market. Corda has always provide superior service and has been able to explain the logic and reason for why buy this or why sell that. I was a commercial airline pilot when working and by being here writing this review I can unequivocally say that I matched every successful takeoff with a successful landing. Ted Williams is the last MLB player to complete one year with a batting average over .400. That means he was successful 4 out of 10 time coming to bat. I review my Corda account regularly and if viewed on a 10 year timeline, the trend is UP, UP, UP. And that is with taking yearly distributions. When viewed on a shorter timeline, it's normal to see some downtimes, like Oct 2023. During these times, Corda has ALWAYS been available to explain the big picture.
Nov 13th, 2023