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 

Thursday, January 30, 12 p.m. (CT)

Wealth Management Online at RBC with Christie Grandbois, Director of Technology Engagement & Adoption at RBC Wealth Management 

Tuesday, February 18, 12 p.m. (CT)

Global Insight Monthly with Kelly Bogdanova, Vice President - Portfolio Analyst at RBC Wealth Management

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

Cybersecurity and fraud with Tara Ambrose, Vice President and Senior Manager of Client Risk Prevention at RBC Wealth Management

Thursday, April 17, 12 p.m. (CT)

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