Services
Investment Advisory
Cordoba Advisory provides clients with a full suite of Investment Advisory Services including: Identification of Investment Goals, Assessment of Current Portfolios, Development of Appropriate Asset Allocations, Cost Analysis, Portfolio Construction, Due Diligence, and Rebalancing.
Portfolio Management
Cordoba Advisory provides clients with regular market updates, constant portfolio oversight, order execution and supervision, as well as monthly and on-demand portfolio performance reports.
Data Consolidation
Cordoba Advisory further supports clients by providing holistic reporting of all assets and liabilities through a single, streamlined platform; continuous monitoring of portfolios' investment and risk exposure; and on-demand client access to daily tracking of all investments segmented by institution, asset class, and security with clear, detailed performance attributions.
Generational Wealth & Concierge Services
Cordoba Advisory works with clients' preferred licensed professionals to create generational wealth solutions across a variety of focus areas such as: Family Governance, Trust Structuring and Fiduciary Services, and Philanthropic Legacy. Our Concierge Services also include Bill Payment, Real Estate Management Support, and other client-specific requests.
For more information, please see Cordoba Advisory Partners' most recent 2023 Company Profile and ADV.