Privacy Policy & Practices

Willis Investment Counsel is firmly committed to maintaining the privacy and security of personal client information obtained in the course of serving our clients’ investment management needs. We subscribe to the highest standards of trust and confidentiality in fulfilling our fiduciary duty with respect to the safekeeping of personal client information.

We collect certain non-public personal information concerning clients, such as name, address, social security number, account balances, and account activity from applications or other materials we receive from clients. We use this information solely for the purposes of rendering services to clients, opening accounts for clients, and processing transactions for client accounts.

In order to service client accounts and effect client transactions, we are required to provide certain non-public personal information to unaffiliated firms (e.g., other client advisors or brokerage firms where client accounts are maintained). Otherwise, we do not disclose personal information about clients to any persons or entities, except as may be required by law.

We restrict access to client personal and account information to those employees of our firm who need to know such information in order to properly render services to our clients. We maintain and periodically review physical, electronic, and procedural safeguards to guard personal client information.

At such time as a client account is closed or a client becomes inactive, we continue to strictly adhere to the privacy policies and practices described in this notice.