Client-Centered Approach

Tailored Portfolios

At Willis Investment Counsel, we understand that individual client circumstances should drive individual portfolio design and management. Our client-centered approach to portfolio development begins with a comprehensive understanding of each client's financial needs, desires, requirements, and goals. By understanding our clients' financial situation, we can better design custom portfolios that meet or exceed their goals and objectives.

Investment Policy

Before a Willis Investment Counsel client's portfolio is constructed, a written investment policy is collaboratively developed with the client. Each investment policy specifies how the portfolio will be designed and managed, includes a discussion of targeted asset allocation, and establishes long-term return goals. The most determinative client-specific elements of an investment policy generally include:

Liquidity needs – the amount and timing of cash withdrawals and need for income
Time horizon – how long before significant cash withdrawals from the portfolio will be needed
Investment temperament – ability to tolerate portfolio value volatility
Growth versus income orientation
Tax and legal considerations – anticipated annual distributions, trust duties and limitations, ERISA requirements

Willis Investment Counsel

710 Green Street
Gainesville, GA 30501

Phone: 770.718.0706
Fax: 770.718.0805
www.wicinvest.com
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