Waycross Investment Management Co

Luther Hodges is a financial advisor at Waycross Investment Management Co with 13 years of industry experience. He holds a Series 65 designation and has been with Waycross since 2011. In addition to his advisory role, Hodges has served as an associate professor at Western Washington University since 2000, a position unrelated to his investment work. Waycross Investment Management Co provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, including 401(k) advisory services. The firm employs a fundamental analysis approach with diversified allocations and manages portfolios within target ranges while considering tax implications.

David Schneider is a financial advisor at Waycross Investment Management Co in Bellingham, WA, with 12 years of industry experience. He holds the Series 65 designation and has operated DGS Consulting, a sole proprietorship providing economic and financial analyses for clients involved in the USCIS EB-5 foreign investor program, since 2003. Waycross Investment Management Co provides discretionary investment management and financial planning services to individual and high-net-worth clients, including non-discretionary 401(k) advisory. The firm uses fundamental analysis and diversified asset allocations, with a focus on companies above $1 billion in market capitalization, and integrates advanced economic research into its portfolio management and reporting.

Lino Marioni is a Series 65 licensed advisor at Waycross Investment Management Co with one year of industry experience. Prior to joining Waycross, he held positions at Pioneer Franklin Monroe, LLC, Avetta, and Western Washington University. Outside of finance, his background includes roles in education and arts organizations. Waycross Investment Management Co provides discretionary investment management and financial planning services to individual clients, including high-net-worth households, and offers non-discretionary 401(k) advisory services. The firm employs fundamental analysis and diversified allocations across various asset classes, managing portfolios within defined allocation ranges with attention to tax considerations.

Michael Ryan is a financial advisor with Waycross Investment Management Co in Bellingham, WA, holding a Series 63 designation and over 34 years of industry experience. He has been with Waycross since 1983. Outside of his advisory role, he serves as president of Quantitative Earnings Digest, Inc., where he conducts quantitative equity research. Waycross Investment Management provides discretionary investment management and retirement planning to individual clients, including high-net-worth households, as well as non-discretionary 401(k) advisory services. The firm emphasizes fundamental analysis and diversified portfolios across multiple asset classes, managing assets within target allocation ranges and considering tax implications in taxable accounts.