Cornercap Investment Counsel

We are CornerCap, a multi-billion-dollar wealth management team dedicated to helping you secure the capital you need to ensure your assets and life appreciate together. With nearly 35 years of experience, we specialize in creating deeply personal financial plans based on your unique story.

Our Philosophy: Your Story Comes First

We believe that every individual and business has a unique story, and we strive to understand yours. By listening to you and learning about your goals, risk profiles, and aspirations, we can build a customized financial plan that aligns with your values and vision. Our philosophy centers on the idea that your business wealth and personal wealth are interconnected and that securing both is essential for your financial peace of mind.

Our Approach: The 3Rs

Our unique approach to wealth management is built around the "3Rs" - Reward, Reinvest, and Repurpose. For every dollar of profit your business makes, you have three choices. You can reward yourself, reinvest in the business, or repurpose your wealth to diversify your investments. We work closely with you to understand your goals and risk appetite to help you make the best decisions for your business and personal wealth.

Our Method: Fundametrics

At CornerCap, we leverage decades of in-house research, called Fundametrics, as our North Star. Our proprietary investment research methods have been developed over 35 years, and we rely on them to identify promising value and grow your capital. We don't chase trends or react to fads; instead, we focus on research and analysis to secure your wealth.

Our Services

Our comprehensive wealth management services provide you with a holistic approach to securing your financial future. We offer services tailored to meet the needs of individuals and businesses, including:

• Aging Parents: We help families navigate the complexities of caring for aging parents, ensuring their financial needs are met and their legacy is preserved.
• Business Owners: We understand the unique challenges of business ownership and help secure your personal wealth while growing your business.
• Estate Planning: Our experienced team works with you to protect your assets and minimize taxes, ensuring your legacy is preserved for future generations.
• Healthcare Spending: Our team provides guidance and support in managing healthcare costs and ensuring financial stability in the face of medical expenses.
• Kids & Money: Our experts help parents teach children about money, fostering financial literacy and responsibility.
• Market Commentary: We provide regular market updates and insights, keeping you informed about economic trends and market events.
• Med Spa Business Scaling Guide: Our experienced team provides guidance and support for Med Spa owners looking to scale their business.
• Real Estate: We provide expertise in real estate investment, helping you build a diversified portfolio that supports your long-term wealth goals.
• Retirement Planning: Our team works with you to create a customized retirement plan, ensuring your financial security in your golden years.
• Tax Management: We provide tax planning services, ensuring that you minimize your tax liability while maximizing your returns.
• Wealth Building E-Books: Our library of E-Books provides resources and tools for building and managing wealth, empowering you to take control of your financial future.

Ready to Get Started?

At CornerCap, we are committed to empowering your future by building a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together. Contact us today to get started on your journey toward financial peace of mind.