Man in Bubble

The Mounting Bubble in Defensive Stocks

Read our latest Market Insights report

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PoppingBubble

Bulls, Bears, Bubbles … and Bonds

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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

Interview with Gene Hoots on the weekly series "5 Good Questions"
April 1, 2016
Gene Hoots, CornerCap co-founder and Chairman Emeritus, was recently asked by Jake Taylor, host of the weekly series "5 Good Questions," for an interview. In this 30 minute video, Gene and Jake cover a broad spectrum of topics, from investing over a 50 year career, to starting a business, to...
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From the Blog

How Far Would Wells Fargo Go? Thoughts on the "Gotcha" Moment
September 19, 2016
Bulls, Bears, Bubbles … and Bonds
July 19, 2016
Brexit Occurred: Quick Thoughts
June 24, 2016
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