Willis Investment Counsel is an independent investment management firm specializing in the management of equity,
fixed income, and balanced portfolios for private clients, institutions, corporations, foundations, and endowments.

Commentary

We invite you to read our current and most recent thinking.
2/12
The Impact of Proposed Tax Rates on Dividends Last week, the Wall Street Journal reported on the Obama Administration’s 2013 budget proposal as it pertains to
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2/12
A Three-Year Investment Retrospective: Surprisingly Good Many investors have fallen prey to extrapolation risk over the last three years. Because the substantial returns since
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Elements of WIC Success

The success of WIC is based on three defining characteristics: a stable team of experienced investment professionals, a disciplined investment decision-making process with a long-term focus, and an unwavering commitment to clients.


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Client Focus

For more than 31 years, WIC has worked with a wide array of institutional and private clients in developing and implementing investment strategies that are tailored to meet their investment objectives, income requirements, and risk tolerance. We structure and individually manage equity, fixed income, and balanced portfolios in accordance with a policy of investment guidelines and requirements that is developed collaboratively with our clients and their advisers.

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In the News