Jeff Moeller, CFA
Director of Research
It is very rare for wealth advisors to generate their own investment research, and doubly rare for them to invest in custom technology to apply that research. At CornerCap, we do both with the Fundametrics® methodology. Jeff oversees this proprietary investment research platform which, in turn, drives the day-to-day trading decisions in clients’ portfolios. Jeff also oversees investment decisions within the three CornerCap mutual funds.
Education and Accreditation
- BS, Finance – Oklahoma State University
- Chartered Financial Analyst (CFA) Charterholder
Why did you choose to join CornerCap?
I was attracted to the strength of the firm’s investment philosophy and dedication to conducting custom, independent research for the benefit of our clients. Rather than selling products for a commission that benefits the firm, as most advisors do, we have an unwavering commitment to creating and providing what we believe are the best products for clients – products not available anywhere else in the market.
How do you encourage clients to frame their financial picture?
I help clients view their financial future as a partnership with us, where the client and CornerCap are each responsible for specific roles. CornerCap is responsible for growing assets on their behalf, and clients are responsible for following through with their saving and spending goals once we’ve aligned on a plan together. On this journey, both sides need to maintain a long-term perspective and stay the course when encountering inevitable road bumps.
How do you spend your time outside of the office?
Our five-year-old son keeps us on our toes with lots of bike rides and Lego building. When not busy keeping up with his boundless energy, my wife and I spend as much time as possible with friends and family – especially any time water is involved (boating, lake time, fishing). I also have a salt water fish tank hobby that helps bring a bit of the outdoors home.
If someone gave you a million dollars to start your own charity, what cause would you focus on?
Both my wife’s and my families have been impacted by ALS. Having watched my grandmother and mother-in-law battle this devastating disease, I would leverage the million dollars toward research for a cure.
What’s been the highlight of your career to date?
Having our founders, Tom and Gene, entrust the responsibility of evolving and carrying forward their Fundametrics® research system is an honor, and a duty I take very seriously on behalf of our clients.