CornerCap Investment Services

CornerCap leverages its heritage of institutional caliber research and boutique service to serve an array of distinct client groups in unique ways

The client groups we serve have unique and different requirements for success. We combine our proven investment approach with our knowledge serving the separate and distinct demands particular to each group, to offer customized and experienced investment counsel in every market environment.

  • 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