CornerCap

Market Snapshot

US Stocks at All-Time Highs; Our Quick Thoughts

Quick Take

What Free Trading Means for You and the Industry

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

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

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

CornerCap Introduces My Accumulation Plan

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...

From the Blog

Market Snapshot

Quick Take

Blending Institutional Investment Research

with Boutique Client Service for over 25 Years

Families & Individuals

Nonprofits, Foundations & Endowments

Institutional Clients & Consultants

Small Businesses & Professional Services

Events

From the Blog