US-China Trade War

Brief Update and Perspective

Storm Clouds

Quick Take

Update on the Inverted Yield Curve

Blending Institutional Investment Research

with Boutique Client Service for over 25 Years

  • 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
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
Institutional Clients & Consultants
  • Strategy-specific mandates in US Equities
  • Fundametrics® Small Cap Value
  • Fundametrics® Large Cap Value
  • Allow for potential tax savings
  • Ability for owners and employees to plan for future
  • One size does not fit all


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...