Man in Bubble

The Mounting Bubble in Defensive Stocks

Read our latest Market Insights report

PoppingBubble

Bulls, Bears, Bubbles … and Bonds

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

Events

April 1, 2016
Gene Hoots, CornerCap co-founder and Chairman Emeritus, was recently asked by Jake Taylor, host of the weekly series "5 Good Questions," for an interview. In this 30 minute video, Gene and Jake cover a broad spectrum of topics, from investing over a 50 year career, to starting a business, to...