Founded 40 years ago, Willis Investment Counsel is an independent investment management firm managing over $2 billion in assets for a wide array of clients. We develop and implement strategies tailored to investment objectives, income requirements, and risk tolerance. Willis Investment Counsel specializes in the management of equity, fixed income, and balanced portfolios for individuals, institutions, corporations, foundations, and endowments.
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 five principals.
Over the past several years, Willis Investment Counsel has been recognized by the Financial Times of London on its annual list of the top investment advisers in the United States and by the Atlanta Business Chronicle as one of Atlanta’s Top 25 Money Managers. You can learn more about those features here.