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Market Snapshot

US Stocks at All-Time Highs; Our Quick Thoughts

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Quick Take

What Free Trading Means for You and the Industry

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


September 5, 2019
  For years, CornerCap has received requests from clients for their younger family members and friends to access our investment counsel outside of our private wealth management minimums.We listened. Your feedback is why we created a cutting-edge online investment platform launching exclusively for...