Why Choose Corda for Your 401k Plan?
- Fiduciary Oversight
- Lower Fees & Expenses
- Personal Service
- Comprehensive Employee Education
- Open Architecture
- Independent Research
- Total Transparency
- Over Thirty Years Experience Navigating the Securities Markets
- Team of Accredited Investment Fiduciaries, AIF®
- Our Clients' Interests Come First
A driving principle set forth from the day we were founded is to put our clients' interests first. We treat our clients the way we'd like to be treated ourselves. There is no other way. Sweat, perseverance, long hours, good fortune...the dedication to provide for your family and to grow your wealth - the result is that you have worked hard to achieve a level of wealth that must be cared for with utmost confidence. The challenge to preserve, protect, and to pass a legacy to future generations is not be taken lightly. We believe you will benefit from our ability to help you navigate today's complex market environment.
We have a fiduciary responsibility to uphold what is in your best interest. We endeavor to be objective and to avoid the conflicts of interest inherent in some parts of the financial landscape. As part of our fiduciary duty, it is our job to help you implement a compelling 401k that offers a wide range of choices and extremely low expenses.
Our goal is for our clients to benefit from the expertise of the diverse team of seasoned financial professionals led by Bonner C. Barnes, with more than thirty years’ experience planning and investing in the securities industry. Our highly dedicated group strives to provide the best possible service on your behalf. You can count on knowledgeable, personable individuals to understand your retirement goals, be responsive to your needs, and work tirelessly to offer compelling 401k solutions and choices that will exceed your expectations. Welcome to CORDA 401k. We look forward to serving you for many many years!
**For those seeking individual help with their personal and non retirement assets, click here
to visit our sister site @ CordaManagement.com**
CORDA Investment Management, LLC is registered with the SEC under the Investment Advisor Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.