Specialized Services

Overview Private Wealth Asset Management Trust Asset Management Corporate Cash Management Tax Efficient Strategies Low-Basis Stock Diversification Hospital Asset Management Endowment Asset Management

Endowment Asset Management

With years of experience on the institution and investment management sides in the endowment asset arena, the investment professionals at WIC understand the dynamic tension between current institution support and endowment growth. Inevitably, to preserve the purchasing power of endowment assets, investing for long-term endowment growth necessarily involves pursuit of higher returns in the face of increased portfolio risk and market volatility. Conversely, maintaining reliable endowment distributions to support current institution needs requires dampening portfolio volatility, implying lower risk with reduced levels of anticipated return. WIC assists its endowment clients in maintaining the proper balance between these two competing considerations by:

• Assisting with development of endowment spending policy
• Collaborating in the development of endowment investment policy
• Designing the endowment portfolio
• Managing the endowment portfolio to meet current, intermediate, and long-term needs and objectives.

Willis Investment Counsel

710 Green Street
Gainesville, GA 30501

Phone: 770.718.0706
Fax: 770.718.0805
www.wicinvest.com
Contact Us