We believe individual investment strategies are designed to support achieving a goal, or an objective, rooted in an understanding of investor timeframes and constraints. An understanding of the purpose and approach of investment strategy will help to determine an optimal asset allocation and be a meaningful guide through market uncertainty.
At the core of our philosophy for investing, we hold the following beliefs:
Cordis Financial is a fee-only firm. We base our fees on the amount of assets we are managing for a client. We are paid directly by our clients. This fee is based on the assets under management, assessed and charged quarterly using the rate pre-disclosed in your Advisory Agreement. Most clients will have an Asset Management Fee.