Building financial security is a journey.

MAP makes it easy for you to start.

 
HOW IT WORKS

MAP is a fine-tuned investment platform designed to support active accumulators on their path to high net worth.


Tell us your goals

Complete a brief questionnaire about yourself as well as your personal and financial goals.


Set your path

Receive a personalized investment plan that fits your objectives.





Start your journey

With these simple steps, you are on your way to achieving your financial goals.


Take the lead

Become a MAP client now by opening an account with Institutional Intelligent Portfolios®.

WHY MAP

“A journey of a thousand miles begins with a single step.”

Laozi

Building financial security is a journey. In a market full of cookie cutter solutions, MAP–short for My Accumulation Plan–offers a unique approach to accumulating wealth through a tilt investment strategy and a wealth of content for the accumulator.

MAP makes it easy to start your journey.


Learn more

Highlights



Exclusive Investment Research:  Portfolio strategies driven by independent, data driven research ordinarily reserved for ultra-high net worth investors.

Active Investment Management: Opportunistic strategies using active targeting and rebalancing.

Individualized Portfolios: Customized portfolios using Exchange Traded Funds (ETFs).

Online Account Access: View your account details online through our partnership with Charles Schwab.

Direct Deposit and Account Transfers: Invest straight from your checking account.

Convenient Rollover Options

Paperless Sign Up


 
LIFE ISN'T STATIC...

Your investments shouldn’t be either. Make changes to your investment plan as your priorities change.

Philosophy

Our investment philosophy is based on the independent and contrarian discipline established by the founders of CornerCap Investment Counsel over 30 years ago. A consistent value orientation, proper portfolio diversification, and transparency are the key ingredients to long term investment performance.

Research

Through MAP, you will invest in strategies powered by independent, data-driven research.  Portfolios are constructed and managed in response to data... ignoring “gut feeling” decision-making.

Experience

MAP was formed by CornerCap Investment Counsel, which has offered independent research and investment management for over 30 years. MAP is built on the trust and experience of our founding firm.

Portfolio

Our Opportunity Strategy is a diversified portfolio of ETFs, seeking to exploit market opportunities while maintaining a relative value orientation across multiple asset classes. Opportunity uses a tilt discipline, where portfolio allocations are targeted and rebalanced across various spectrums: Domestic/International, Small/Mid/Large Market Capitalizations, Value/Growth... with the primary objective of seeking maximum returns in the market.

Philosophy

Our investment philosophy is based on the independent and contrarian discipline established by the founders of CornerCap Investment Counsel over 30 years ago. A consistent value orientation, proper portfolio diversification, and transparency are the key ingredients to long term investment performance.

Research

Through MAP, you will invest in strategies powered by independent, data-driven research.  Portfolios are constructed and managed in response to data…ignoring “gut feeling” decision-making.

Experience

MAP was formed by CornerCap Investment Counsel, which has offered independent research and investment management for over 30 years. MAP is built on the trust and experience of our founding firm.

Portfolio

Our Opportunity Strategy is a diversified portfolio of ETFs, seeking to exploit market opportunities while maintaining a relative value orientation across multiple asset classes. Opportunity uses a tilt discipline, where portfolio allocations are targeted and rebalanced across various spectrums: Domestic/International, Small/Mid/Large Market Capitalizations, Value/Growth... with the primary objective of seeking maximum returns in the market.
PRICING

Asset-based, annual fee of 1.00%

$5,000 minimum balance

  • No Trading Costs
  • No Account Transfer Costs
  • Unlimited Rebalancing at No Cost
  • Contact Us

    Thank you for your interest. Please fill out the form below to let us know how we can help you. All inquiries will be answered within two business days. We look forward to hearing from you!

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