Strong Industry Recognition Willis Investment Counsel has been recognized multiple years in a row by The Financial Times of London as one of the top investment advisory firms in the United States, demonstrating their reputation for excellence and stability in the competitive investment management sector.

Robust Asset Management Managing approximately $3 billion across a diverse client portfolio, the firm shows significant growth potential and an opportunity to expand services to high-net-worth individuals or institutional clients seeking tailored investment solutions.

Innovation in Offerings The launch of the WIC Managed Volatility and Income Fund illustrates their commitment to product innovation, presenting a sales opportunity for financial advisors and institutions interested in incorporating advanced fund options into their portfolios.

Technology-Enabled Service Utilizing modern tech stacks including AWS, MySQL, and Cloudflare, Willis Investment Counsel demonstrates a strong technological foundation, enabling scalable, efficient, and secure client services, which appeals to technology-savvy prospects.

Strategic Asset Investment Recent strategic investments like their stake in Venu valued at nearly $300K highlight their active approach to expanding their asset base, indicating potential for collaboration or co-investment opportunities with similar firms or institutional clients.