Specialized Services

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Specialized Services

The value that Willis Investment Counsel places in strong and enduring client relationships forms the cornerstone for the design and implementation of comprehensive and effective investment strategies for each client. But portfolio returns are only part of the WIC service equation.

The collective training, background, and experience of the WIC principals enable the firm to provide clients with a unique assortment of specialized client services rarely found in independent investment management firms. Breadth and depth of experience of WIC in portfolio management, tax planning, estate planning and administration, law, valuation consulting, higher education, and fiduciary asset management inject substance into the role of WIC as 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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