Blockchain Image

Bitcoin, Blockchain, and the Cryptocurrency Model

What might the futue hold?

US Congress

Congress Passes Landmark Tax Bill

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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

June 26, 2017
In June, CornerCap was listed among the Financial Times Top 300, which reflects the internationally acclaimed newspaper’s independent assessment of registered investment advisers in the United States. The FT evaluated advisers on six broad factors, including: size of assets managed, recent growth...