A complete list of active advisors currently associated with Waycross Investment Management Co

Warmer can help you find a great advisor at Waycross Investment Management Co or one who fits your needs even better.

The firm provides discretionary investment management and related financial and retirement planning to individual clients, including high‑net‑worth households, and also offers non‑discretionary 401(k) advisory services. It documents each engagement with an Investment Policy Statement and makes standalone portfolio review and analysis available on an hourly basis for clients who do not retain ongoing management. Investment decisions are driven by fundamental analysis supported by external research providers and an emphasis on diversified allocations across stocks, bonds, mutual funds, ETFs, commodity funds, REITs and master limited partnership funds; the firm generally limits individual equity purchases to companies with market capitalizations above $1 billion. Portfolios are managed within target allocation ranges, monitored monthly for sector concentration and bond credit quality, and the firm considers tax implications when managing taxable accounts. Distinctive features include principals with advanced economics training and ongoing academic and consulting roles that inform the firm’s economic research and client reporting. The firm manages its assets entirely on a discretionary basis, provides planning services to managed clients at no additional charge, and states it does not accept soft‑dollar research or products from custodians while encouraging use of a lead custodian that provides direct account data connectivity.

To learn more about the advisors currently working at Waycross Investment Management Co, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.