Jeff Moeller

Head of Investment Analysis

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

  • BS, Finance – Oklahoma State University
  • Chartered Financial Analyst (CFA) Charterholder

Jeff's Insights & Resources

How Certain Is Uncertainty?

When it comes to growing and protecting your wealth people feel that the future today is more uncertain than ever before. CIO Cannon Carr talks about the role of psychology and data in today’s financial markets.

Read More »

Putting Omicron in Context

The potential spread of the Omicron strain is roiling markets. Here’s our quick take to keep it in perspective. At its face, the potential rise

Read More »

Uncertainty

The companion video for this piece is available for viewing here: From a wealth planning perspective, today may seem more uncertain than ever. Rising inflation!

Read More »

Let us help your assets and
life appreciate together.

Receive CornerCap Updates & Insights

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
This field is for validation purposes and should be left unchanged.