Since 1981, Willis Investment Counsel has managed portfolios for a variety of institutional clients.
For more than 35 years, our institutional clients have included:
- ERISA pension funds
- Defined benefit pension funds; some now reflect LDI portfolio design
- 401k plans
- Foundation and endowment funds
- Corporations, including cash management
- Debt service reserve funds
Willis Investment Counsel works collaboratively with consultants and investment advisors to include selected Willis Investment Counsel strategies in their clients’ portfolios.