Corda Investment Management

Based in Houston, Corda Investment Management is an independent Registered Investment Advisor offering coordinated financial planning and investment management. Its team includes financial planners, investment managers, tax professionals, and estate planning specialists who work together under one roof. Services include customized portfolio design aligned with long-term goals and risk preferences, financial planning for retirement, education, cash flow, and insurance, plus tax planning and in-house tax preparation. Estate planning support covers legacy decisions, family conversations, and wealth transfer across generations. Clients begin with an introductory conversation, provide financial information through a secure planning portal, review a personalized plan, and receive ongoing updates as their circumstances and goals change. The firm also serves women, individuals preparing for retirement, and multigenerational families navigating wealth transfer.