Market Perspective in Two Graphs

Market Dynamics in Two Graphs

Our latest take on what's driving markets

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CornerCap in the News

CornerCap Named to Top US Advisers

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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

Financial Times Recognizes CornerCap among Top US Advisers
July 1, 2018
On June 28th, CornerCap was selected for the Financial Times Top 300, which reflects the internationally acclaimed newspaper’s objective assessment of the top registered investment advisers in the United States. We are pleased by this recognition from a trusted, independent, and well-respected...
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From the Blog

The Return of Volatility
February 6, 2018
Equifax Security Breach: Our Latest Thoughts and Suggestions
October 18, 2017
Warren Buffett's "Berkshire University": Reflections from the Early Days
June 1, 2017
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