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From the Archives: Active vs. Passive Investing

Our article originally published in 2013 provides insights for today's market

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Man with Rocket

The Price of Momentum

Read our latest Market Insights Report

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Blending Institutional Investment Research

with Boutique Client Service for over 25 Years

Families & Individuals

  • Customized investment management and strategy
  • Integrated wealth management and coordination
  • Institutional-caliber research process
  • Sophisticated service delivery, including online client portal and proprietary portfolio management system
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Nonprofits, Foundations & Endowments

Nonprofits, Foundations & Endowments

  • Investment policy derivation
  • Spending policy analysis
  • Risk/Return scenario modeling
  • Multi-asset class portfolio design
  • Guidance on board dynamics and donor relations
  • Fee-only structure, inclusive of all services
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Institutional Clients & Consultants

Institutional Clients & Consultants

  • Strategy-specific mandates in US Equities
  • Fundametrics® Small Cap Value
  • Fundametrics® Large Cap Value
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Small Businesses & Professional Services

  • Allow for potential tax savings
  • Ability for owners and employees to plan for future
  • One size does not fit all
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Events

Financial Times Recognizes CornerCap among Top US Advisers in 2017
June 26, 2017
In June, CornerCap was listed among the Financial Times Top 300, which reflects the internationally acclaimed newspaper’s independent assessment of registered investment advisers in the United States. The FT evaluated advisers on six broad factors, including: size of assets managed, recent growth...
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From the Blog

Warren Buffett's "Berkshire University": Reflections from the Early Days
June 1, 2017
A Different Spin: How Statistics Is Changing Conventional Thinking (Basketball Analogy)
March 19, 2017
"Three Economists Walk into a Bar..."
January 19, 2017
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