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CornerCap Named Winner of 2018 Excalibur Award

We are pleased to be honored by the Technology Association of Georgia

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Market Outlook, Post-US Election

Our Latest High-Level Assessment

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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

CornerCap Announced as Winner in the 2018 Excalibur Awards
October 19, 2018
The Technology Association of Georgia (TAG) announced today that CornerCap Investment Counsel was selected as the winner of the 2018 Excalibur Award for the Small Business Category. The annual Excalibur Awards celebrate Georgia companies and organizations that have leveraged technology to drive...
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From the Blog

Our Thoughts on Today's Market Volatility
October 10, 2018
Year-End Planning Under the New Tax Law
October 10, 2018
Treasury Proposal Casts Wide Net on State Tax Credits
August 28, 2018
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