Marking over four decades of investment management for families and businesses. Wealth management strategies tailored to investment objectives, income requirements, and risk tolerance. Founded over 40 years ago, Willis Investment Counsel manages over $2 billion in client assets.

The Clients We Serve

With 40 years experience partnering with families and businesses, we understand what your wealth means to you. That’s why we take our role as your partner very seriously; designing a comprehensive plan that allows the wealth you worked for to support and benefit your family or organization for many years to come.

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Perspective

Navigating the Coronavirus Environment

In this presentation to an MBA class at Emory University, Willis Investment Counsel explores the impact of the Coronavirus on the economy, and discusses how we are responding.

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What Does WIC Know at this Juncture in the Economic and Market Cycle?

It is well known that all economic expansions eventually run out of gas and slip into a recession. Likewise, we all know rising stock markets eventually reverse course providing negative returns. 

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40 Years of Discipline, Learning, and Adapting

This quarterly report cover letter commemorates WIC’s 40th anniversary… [it] looks back at what we did well, and not so well; at what we have learned

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