Robot Hands

Robotization and Investment Advice

Our analysis of trends in investment automation

Market Insights Low Volatility Cycle Over?

New Market Drivers Emerging?

Read our latest Market Insights report

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...