US-China Trade War

Brief Update and Perspective

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Long Term View

How to Think about Today's Investment Winners and Losers

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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 Announced as Winner in the 2018 Excalibur Awards
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...
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From the Blog

Trade War: Brief Update and Perspective
July 11, 2019
Long Term View: How to Think about Investment Winners and Losers
July 8, 2019
Smart Money Matters: Gifting Techniques for the Savvy Taxpayer
April 26, 2019
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