Wall Street Sign

Market Snapshot

US Stocks at All-Time Highs; Our Quick Thoughts

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Digital Cityscape

Quick Take

What Free Trading Means for You and the Industry

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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

Secure Your Estate Planning In Light of SECURE Act Changes
January 6, 2020
Making Bubbles
November 3, 2019
Quick Take: Free Trading—What It Means for You and the Investment Industry
October 9, 2019
See All Posts