Our Clients

For more than 31 years, Willis Investment Counsel has worked with a wide variety 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 developed collaboratively with our clients.

Reflective of our long-term orientation, a substantial number of our clients have been clients of our firm for more than ten years and in a sizable number of cases, for more than 25 years.

Examples of the types of clients for whom we manage investment portfolios include:

Tax-Exempt Clients Taxable Clients
  • Bank Pension Plans
  • Charitable Trusts
  • Corporate and Self-Directed 401 K Plans
  • Private Foundations
  • University Endowments
  • Hospital Retirement Plans and Other
    Hospital Investment Assets
  • IRA’s and IRA Rollovers
  • Bank Holding Companies
  • Marital and QTIP Trusts
  • Credit Shelter Trusts
  • Corporate Reserves and Cash Management
  • Estates
  • Personal Trusts
  • Personal Portfolios
  • Family Limited Partnerships
Willis Investment Counsel

Willis Investment Counsel

710 Green Street
Gainesville, GA 30501

Phone: 770.718.0706
Fax: 770.718.0805
www.wicinvest.com
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