Lifework

Our lifework is to create and maintain an optimal path to wealth accumulation and asset protection tailored to our clients’ investment goals and preferences.

Why consider us?

Trusted advisory experience

30+ years of licensed, financial advisory experience equips us to identify the right investment decisions for our clients in continuously changing market conditions.

Recognized expertise

Robert serves as a portfolio manager through the Portfolio Focus program, a select group of RBC Wealth Management financial advisors who have demonstrated the knowledge and experience necessary to carefully evaluate the most suitable investment ideas while demonstrating personal integrity and commitment to fulfill our responsibilities to our clients.

Ethical stewardship

We work to the fiduciary standard, which requires that we have a legal duty to act in our clients’ best interest with every investment we recommend. In fact, many of our own assets are in the same investments as our clients’.

Asset-based compensation structure

Robert's compensation as a Portfolio Focus financial advisor is tied directly to the performance of our clients' portfolio. No commissions are involved, regardless of how many investment trades or changes are made. Instead, the client pays one quarterly fee based on the clients' total assets under management.

Investment approach

Our disciplined approach emphasizes value and minimizes risk with the intent to create portfolios that can generate attractive results throughout various market conditions. Our investment approach is about discipline and observation rather than forecasting. We intend to diversify among asset classes and securities that appear inexpensive then alter the portfolio makeup when opportunities change. We employ numerous investment principles but focus on valuation, strategic opportunities, risk management and behavioral finance.

“Our job is to understand that the future is uncertain and to construct a portfolio that can generate attractive results under a wide variety of outcomes.” – Robert Cordiak

Past performance does not guarantee future results.

2025 Texas North virtual call schedule

To register and receive more information, contact us and please refer to the session you wish to attend.

Contact us 

2025 Market update with Rob Sluymer, Technical Strategist, Portfolio Advisory Group at RBC Wealth Management

Thursday, May 15, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Wednesday, June 18, 12 p.m. (CT)

Roth conversion strategies with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, July 24, 12 p.m (CT)

Market update with Alan Robinson, Vice President, Global Portfolio Manager at RBC Wealth Management

Thursday, August 21, 12 p.m. (CT)

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 25, 12 p.m. (CT)

Market update with Janet Engels, head of the Portfolio Advisory Group at RBC Wealth Management

Thursday, October 16, 12 p.m. (CT)

Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management

Thursday, November 20, 12 p.m. (CT)

Financial transitions and milestones with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, December 11, 12 p.m. (CT)

Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Meet the team

Learn more about The Cordiak Group.

Working with The Cordiak Group

Our lifework is to create and maintain an optimal path to wealth accumulation and asset protection tailored to our clients’ investment goals and preferences.  Learn more about our process here.

Social Media

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Join us for a webinar with Wealth Strategist, Griffin Geisler, on Social Security strategies for all this Thursday, May 15th.

Join us for a valuable presentation from senior manager of RBC Client Risk Prevention, Tara Ambrose on Thursday, March 20th. She will be discussing the most common fraud and scams seen today, the normal warning signs and the most effective ways to protect yourself and loved ones.

What a beautiful Dallas Symphony Orchestra League 38th Presentation Ball. It has been an honor and a privilege to have been this year's Assembly President of the Dallas Symphony Orchestra League alongside my mom, this year's Presentation Ball Chair. Thank you to everyone involved in making this such a special and memorable weekend! Looking forward to Presentation Ball 2025. https://www.papercitymag.com/society/the-seen/dallas-symphony-orchestra-league-presentation-ball/#507602

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Disclosures

Robert Cordiak is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, KS, LA, MN, MO, MS, MT, NC, NV, NY, OH, OK, RI, SD, TN, TX, VA, WA, WY.

Bronwyn Cordiak, NMLS # 2121298 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Bronwyn Cordiak is currently registered to conduct business with residents of the following states: TX.

Read additional advisor disclosures.