Since 1981, Willis Investment Counsel has worked collaboratively with private wealth clients to achieve their investment goals.
Willis Investment Counsel has worked with a variety of private wealth clients including:
- Personal portfolios
- Private foundations
- Trusts & Estates
- Testamentary trusts
- Charitable trusts
- Crummey gifting trusts
- Family offices
- IRAs – regular, rollover, Roth
- Family limited partnerships
Whether several of our strategies are combined to complement a client’s portfolio or only one of our strategies is selected for tactical purposes, we design portfolios that put significant emphasis on goals-based investing and risk-management.