Blending Institutional Investment Research
with Boutique Client Service for over 20 Years
We recognize that each client and their family circumstances are unique, requiring a customized investment and wealth management strategy.
Our Wealth Advisory practice is built on our expertise in four areas: Investment Management, Wealth Planning, Institutional Research, and Client Services...
Nonprofits, foundations, and endowments are unique in investment management due to the fiduciary role their trustees or selected individuals must fulfill on behalf of their organizations. Their key task is to balance the risk and return profile of an institution’s investment assets, consistent with...
For institutional consultants and family offices looking for managers to fulfill a specific mandate within a broader portfolio, we offer our Fundametrics Small Cap Value strategy.
This product is based on our investment philosophy and process built on principles our founders developed while...
Small business retirement plans are a great way to reduce corporate tax bills and help owners and employees plan for the future. One size does not fit all when it comes to retirement plans and CornerCap will help owners evaluate and setup a retirement plan that best meets their goals.
We can...