Blockchain Image

Bitcoin, Blockchain, and the Cryptocurrency Model

What might the futue hold?

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US Congress

Congress Passes Landmark Tax Bill

Read our 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

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

The Return of Volatility
February 6, 2018
Equifax Security Breach: Our Latest Thoughts and Suggestions
October 18, 2017
Warren Buffett's "Berkshire University": Reflections from the Early Days
June 1, 2017
See All Posts