Willis Investment Counsel
Willis Investment Counsel, Inc. (WIC) is an independent investment advisory and asset management firm headquartered in Gainesville, Georgia, USA. Founded in 1979, WIC manages approximately $4 billion in assets for a diverse client base including individuals, corporations, endowments, pension funds, 401(k) plans, foundations, captive insurance companies, and private investment funds. The firm employs around 13 professionals and is registered with the SEC as an investment adviser. WIC prides itself on its independent ownership structure and its long-standing track record of navigating complex market environments for over four decades.
Investment Strategy
Willis Investment Counsel offers tailored investment advisory services focusing on portfolio management for both institutions and high-net-worth individuals. Their strategy includes working collaboratively with clients to develop investment goals, risk tolerance, and policy guidelines, leading to the creation of customized portfolios comprising stocks, bonds, options, mutual funds, and cash equivalents. They manage several private funds and serve as a sub-advisor for external funds as well. WIC's philosophy centers on disciplined, long-term investing built around clients' specific requirements, continuous risk assessment, and alignment with diversified benchmarks.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CSCO | Cisco Systems Inc | 3.26% | $55.6M | 801,849 | $38.10 | $69.38 | +$9.7M |
M MSFT | Microsoft Corp | 3.23% | $55.2M | 110,959 | $182.11 | $497.41 | +$16.1M |
J JNJ | Johnson And Johnson | 3.22% | $55.0M | 360,134 | $131.37 | $152.75 | -$63.5K |
T TXN | Texas Instruments Inc | 3.18% | $54.3M | 261,671 | $149.37 | $207.62 | +$13.1M |
P PAYX | Paychex Inc | 2.73% | $46.7M | 321,073 | $95.22 | $145.46 | +$2.8M |