Only 100 firms in the state received this honor
During the last several months, many Americans have faced financial uncertainty. However, for those looking for financial guidance, how do they know who they can trust with their hard-earned money?
That’s where investor.com comes in.
A consumer advocacy project with the mission of serving Americans as a trusted resource for researching and comparing financial advisors, investor.com analyzes 28 million data points from 690,000 financial professionals and 16,000 firms across the country on a monthly basis to determine which firms can be trusted and which ones have red flags consumers should know about.
"Our goal at investor.com is to make it easy for Americans to find a firm and advisor they can trust," said Blain Reinkensmeyer, investor.com’s co-founder. "My grandparents spent over $100,000 on excessive fees alone, working with a financial advisor they thought they could trust, and I don’t want to see that happen to anyone else. In fact, Americans lose billions of dollars to excessive fees and overly expensive financial products each year, so we truly want to highlight fiduciaries—those who have a legal obligation to be unbiased and to put the interests of their clients first."
Today, investor.com is making it easier for Texans to find an advisor they can trust, with the release of its 2020 Top Firms in Texas list. CORDA Investment Management, a Registered Investment Advisor (RIA) headquartered in Houston, received a five-out-of-five star rating by investor.com’s Trust Algorithm, and is one of only 100 firms in the entire state to earn the Top Firm honor.
"We are delighted to be recognized by Investor.com for our efforts here in the state of Texas," said Bonner Barnes, CORDA’s President and Chief Investment Officer. "Investor.com has created a unique database that reveals significant amounts of information pertaining to all practitioners in our industry and users can quickly but efficiently take deep dives into finding an advisor they can trust. We are pleased they have recognized our firm for having these traits."
investor.com’s Trust Algorithm combines both publicly accessible data from the Securities Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as well as proprietary information such as the security of a firm’s website. CORDA Investment Management received the highest star rating possible by the Algorithm.
For the entire list of the Top Financial Advisor Firms in Texas, please visit https://investor.com/financial-advisor-firms/texas.
For over 20 years CORDA Investment Management has guided families with strategies, advice and financial plans – enabling them to be financially secure and successful with their investments and savings. CORDA has offices throughout Texas, in Austin, Dallas, San Antonio and Houston, and recently opened a location in Denver, Colorado.
To learn more about CORDA Investment Management’s profile on investor.com, visit https://investor.com/rias/corda-investment-management-108046.
investor.com was launched in 2018 to serve Americans as a trusted resource for researching and comparing financial advisors. investor.com is wholly owned by Reink Media Group, a privately held company founded in 2009. For more information, visit investor.com/about.
KH Studio-Karl Heim