Founded over 40 years ago, Willis Investment Counsel is an independent wealth management firm with over $3 billion in assets for a wide array of clients including individuals, corporations, captive insurance companies, foundations, endowments, and pension/401(k) plans.
Simplicity, Understandability, Transparency
We believe an investment strategy should be only as complex as necessary, and no more so. We work closely with our clients to ensure they understand how their money is invested, how their portfolios are performing over various time periods, and what they are paying for our services.
Client-centric and customized
Our clients’ investment portfolios are designed based on their risk tolerance and long-term investment goals. We listen carefully to our clients’ needs and wishes prior to designing a plan.
Willis Investment Counsel has acted as a fiduciary, in the best interest of our clients, since our founding in 1979. Our own personal investments are invested in the same strategies as our clients. Owned and managed by five employee-shareholders, we are not affiliated with any bank, brokerage, or mutual fund company. Our clients’ interests always come first.
We are not comfortable “being comfortable”. We strive for continuous improvement in our client service, research processes, and long-term performance track record.
Continuity of exceptional service
We are proud of our 95%+ client retention rate spanning three decades. Our employees remain committed to the firm and to our clients. Many employee-client relationships span decades.