Our Experience

Established in 1979, Willis Investment Counsel has decades of experience managing portfolios for a variety of clients.

Our institutional clients have included:

• Corporations, including cash management
• Foundation and endowment funds
• 401(k) plans
• ERISA pension funds
• Defined benefit pension funds; some now reflect LDI portfolio design
• Hospitals
• Banks
• Debt service reserve funds
• Captive insurance companies

For many of these clients, Willis Investment Counsel serves as the primary investment adviser, with 90%+ of their investable capital in our strategies. We also work collaboratively with consultants and investment advisers to include selected Willis Investment Counsel strategies in their clients’ portfolios. To learn more about our strategies, click here.

Our Capabilities

Willis Investment Counsel offers the following services for institutional clients:

• Investment policy development
• Investment management; direct management of portfolios
• Investment management; indirect management of portfolios to enhance manager diversification
• Cash management
• Committee and governance reporting
• Education and counseling