US-China Trade War

Brief Update and Perspective

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Storm Clouds

Quick Take

Update on the Inverted Yield Curve

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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 Introduces My Accumulation Plan
September 5, 2019
  For years, CornerCap has received requests from clients for their younger family members and friends to access our investment counsel outside of our private wealth management minimums.We listened. Your feedback is why we created a cutting-edge online investment platform launching exclusively for...
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From the Blog

Is Recession Looming Or Not?
August 22, 2019
Quick Take: Is Recession More Likely Now? Update on the Inverted Yield Curve
August 15, 2019
Smart Money Matters: What the New Retirement Savings Bill Might Mean for You
July 30, 2019
See All Posts