Our investment philosophy is grounded in the belief that portfolio management requires a combination of independent quantitative and qualitative analysis, measured instinct, and a sense of investment psychology. This belief guides our selection of high quality, attractively priced securities for our clients’ portfolios.
We see ourselves as more than just your portfolio manager. We help you attain your goals by first developing realistic goals with you, then by enabling you to attain those goals through effective education and counseling. Risk management is such an important part of our role that we think of ourselves as risk managers, not just portfolio managers. If we had to use a single term, we would define our role as your risk manager.
We seek to track (manage to) your stated goals and stay within your preferred risk tolerance range. Whether your primary goals include capital preservation, income, or growth of capital, it is fundamental to all these goals to first protect capital.
To learn more about our philosophy, please read Willis Investment Counsel’s Philosophy.