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 in the CornerCap mutual fund.
Education and Accreditation
Is a recession coming? We are getting that question a lot now because there are conflicting signals. An article[1] in last week’s Wall Street Journal
You’ve just brought home your bundle of joy – congratulations! Money may not be the first thing on your mind, but as your little one
When you let people know that you’re expecting a baby, the first thing they always say is “Congrats!” This is often followed by, “Will you
At CornerCap, we strive to embody our Life Appreciates philosophy in everything we do, from helping our clients build and preserve wealth to aligning our
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the reality of market downturns is top
As we emerge from the pandemic and navigate its aftermath, including rising inflation, a potentially slowing economy, and volatile markets, it’s helpful to remember how
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.
