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Investment Management

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.

View Our Fee Schedule Here