There is a clear need for Chordata’s offerings, and we are proud to say that growth is inevitable.
People are excited about Chordata! We have growing demands on our business, and we are thrilled to have grown our team in 2023. We are looking toward 2024 and beyond at how we might bring on the folks we need to meet the beautiful asks being made of our work.
We continue to innovate our model of investment advising. We’ve begun investing in individual companies, which is a major evolution for our business. We have been leveling up our skills as individual investment managers, and are committed to doing so thoughtfully.
After hitting major goals this year – over $135M in AUM, 35+ clients! – we are pausing to reflect. We feel the pull toward ever-increasing money goals, and the constant voice of this economy that says “more, more, more!” While we know we’ll continue to grow, we are defining success on our own terms. Success for us is:
- As women business owners and as a multiracial team, we are committed to prioritizing our well being.
- Sustainability feels like living beautiful, full lives in which we take excellent care of ourselves, our families, and of our joy.
- Sustainability is something we can feel in the strength of our relationship with each other, with our clients, and with our investments.
What are your dreams for how Chordata will grow in the next 5 years?
