Our first clients in 1981-1985 were trust funds, including charitable and pension trusts. We have served as a fiduciary for three decades. Our endowment/foundation clients include a large hospital system, private family foundations, and charitable trusts.
Willis Investment Counsel offers the following services to our endowment/foundation clients:
- Education and counseling, including enterprise risk management
- Investment policy
- Asset allocation education, stress-testing, and recommendation
- Investment management
- Direct (portfolio construction, security selection, etc.)
- Indirect (index fund selection, manager research, etc.)
- Reporting and Accounting
- Outsourced CIO role
The Willis Investment Counsel research and portfolio management team periodically publishes its views on the endowment/foundation landscape including risk management, diversification, fiduciary responsibility, and investment strategy.
The Drivers of Portfolio Outcomes – April 2016