WILLS FINANCIAL GROUP Overview
Wills Financial Group Inc. is an investment advisor that manages 175.2 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 172MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 172MM in positions, representing 98% of the manager's regulatory AUM.
WILLS FINANCIAL GROUP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WILLS FINANCIAL GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 7.56% | Tech | 18.39% | 0.24% | 0 | 36% | ||
| MSFT | 6.75% | Tech | 7.24% | -0.51% | 0 | 43% | ||
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FEATURED IN
WILLS FINANCIAL GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Janet H. Wills | President | January-1999 |
| Richard B. Wills | Vice President & Chief Compliance Officer | March-2001 |
| Denise S. Dance | Secretary-Treasurer | January-2001 |
WILLS FINANCIAL GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WILLS FINANCIAL GROUP Investment Strategy
Item 8 – Methods of Analysis, Investment Strategies and Risk of
Loss
Wills Financial Group’s utilizes individual equities, bonds, mutual funds and exchange traded funds (ETF’s) to invest its client’s portfolio. With an understanding of clients’ investment objectives, financial status and goals, investment horizon, risk tolerance, liquidity needs, and general tax considerations, we determine appropriate investment allocations. Portfolios are reviewed on an on-going basis. When we determine that a change in the asset allocation model is warranted due to changes in the economic environment, perceived risks or a client’s individual situation, we will make changes to the percentage of assets that are allocated to each asset class.
While we believe that our investment strategy focuses on capital preservation which minimizes downside risk, there is always the possibility that financial markets or individual companies whose securities w...
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Loss
Wills Financial Group’s utilizes individual equities, bonds, mutual funds and exchange traded funds (ETF’s) to invest its client’s portfolio. With an understanding of clients’ investment objectives, financial status and goals, investment horizon, risk tolerance, liquidity needs, and general tax considerations, we determine appropriate investment allocations. Portfolios are reviewed on an on-going basis. When we determine that a change in the asset allocation model is warranted due to changes in the economic environment, perceived risks or a client’s individual situation, we will make changes to the percentage of assets that are allocated to each asset class.
While we believe that our investment strategy focuses on capital preservation which minimizes downside risk, there is always the possibility that financial markets or individual companies whose securities w...
Get the Full Report
WILLS FINANCIAL GROUP Portfolio Concentration
WILLS FINANCIAL GROUP Location
704 LIBBIE AVENUE
RICHMOND, Virginia
UNITED STATES, 23226-2622
RICHMOND, Virginia
UNITED STATES, 23226-2622
WILLS FINANCIAL GROUP Contact Information
Phone Number: 804-330-3100
Fax Number: 804-330-3107
Website: https://www.willsfg.com/
Fax Number: 804-330-3107
Website: https://www.willsfg.com/
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