Performance

Willis Investment Counsel has maintained annual portfolio rate of return and performance information since 1982. Our 31-year performance record includes the performance of our fully discretionary client portfolios. This performance information provides detailed data describing our stock, bond, and balanced portfolio return history. For example, we maintain, and would be pleased to provide, the following performance data:
  • Annual returns for each year 1982-2010
  • Returns for rolling one-, three-, five-, and ten-year periods ending as of the most recent quarter
  • Compound annual growth rates for our 31-year history
  • Risk-adjusted return data using the Sharpe Ratio
Willis Investment Counsel claims compliance with the Global Investment Performance Standards (GIPS®). Commencing as of January 1, 1997, WIC has been verified firm-wide by Ashland Partners & Company, LLP. Each Independent Verifier's Report issued by Ashland Partners & Company, LLP to WIC is available for inspection in the WIC offices. A complete list and description of all WIC composites is available upon request.

For more information about our performance history, please contact us. In addition, please see our Performance Information and our Regulatory Disclosures at SEC Registration to learn more about our rate of return computation methodology.
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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