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 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

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
Trade War: Brief Update and Perspective
July 11, 2019
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