Willis Investment Counsel has maintained annual portfolio rate of return and performance information since 1982. Our 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 1982-2015
- Returns for rolling one-, three-, five-, and ten-year periods ending as of the most recent quarter
- Compound annual growth rates for our 37-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, Willis Investment Counsel has been verified firm-wide by Ashland Partners & Company, LLP. Each Independent Verifier’s Report issued by Ashland Partners & Company, LLP to Willis Investment Counsel is available for inspection in the Willis Investment Counsel offices. A complete list and description of all Willis Investment Counsel 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 is an independent investment management firm specializing in the management of equity, fixed income, and balanced portfolios for individuals, institutions, corporations, foundations, and endowments. For more than 37 years, we have managed portfolios for a wide array of clients. Since inception, the firm has operated independently, without affiliation with any brokerage firms, mutual fund companies, banks, or other financial institutions. Willis Investment Counsel is owned and managed by its three principals.