Client-Centric Approach
Tailored Portfolios
At Willis Investment Counsel, we believe that individual client circumstances should drive individual portfolio design and management. Our client-centric approach to portfolio development begins with a comprehensive understanding of each client's investment objectives and requirements. By gaining such an understanding, we can better design customized portfolios that meet or exceed each client's goals and objectives.Investment Policy
Before a client's portfolio is constructed, a written investment policy is collaboratively developed with the client. The investment policy specifies how the portfolio will be designed and managed, includes a discussion of targeted asset allocation where applicable, and establishes long-term return goals and objectives. The more determinative client-specific elements of an investment policy generally include liquidity needs, investment time horizon, tolerance for volatility, portfolio growth versus income orientation, and tax and legal considerations.
Willis Investment Counsel
710 Green StreetGainesville, GA 30501
Phone: 770.718.0706
Fax: 770.718.0805
www.wicinvest.com
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