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Everyone’s path is different.

Where do you want to go?

Count on Waycross to understand your journey’s unique opportunities and challenges. We will work with you to plan for a future that aligns with your unique needs and values.

Call us and find out what happens when sixty years of experience focuses on guiding you and your family to a prosperous financial future.

DISCIPLINED PORTFOLIO MANAGEMENT

  • IRA and 401K rollovers

  • Endowment funds

  • Trusts

  • Retirement plans

  • Socially responsible investing

Waycross Investment Management helps personal and corporate assets grow through disciplined financial management.

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YOUR PATH
AHEAD

How we help you plan for and create a prosperous financial future.

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YOUR PARTNERSHIP WITH WAYCROSS

Why you can count on our guidance and support every step of the way.

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YOUR TEAM
OF EXPERTS

How our internal collaborations provide a fundamentally better analytical analysis.

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THE WAYCROSS ADVANTAGE

Interests that Align

We are fully committed to your interests.

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Responsibility

Benefit from portfolios that reflect your social and environmental priorities.

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Teamwork

Count your partnership with Waycross to support you over the long-term.

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Transparency

Let our straightforward transparent fee structure help you put aside concerns about hidden charges and costs.

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Knowledge and Experience

A robust, multi-disciplinary approach to analysis guides our process.

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Get Started

119 N. Commercial Street, Suite 191,
Bellingham, WA 98225

P.O. Box 1618,
Bellingham, WA 98227

T: 360.671.0148
F: 360.671.8936
TF: 800.292.8794

Office Hours:
Monday through Friday 8:00 AM – 4:00 PM

waycross@waycross.com

DISCLAIMER
This website is a publication of Waycross Investment Management Company. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication, and are subject to change.
Information on this website does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. The information contained in this website is for informational purposes only, and is intended only for those persons residing in the United States of America. This website does not constitute an offer to sell investment advisory services, and is not meant to provide any financial, investment, insurance, legal, accounting, or tax advice, and should not be relied upon by the reader in that regard. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. We do not receive compensation from any company whose security may appear in our publications; our only sources of revenue are investment management fees and investment consulting fees. Investments of any type can go up as well as down, and all involve the risk of loss. Please be advised that past performance does not indicate or guarantee future results. Always consult an attorney or tax professional regarding your specific legal or tax situation.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio, and there are no assurances that it will match or outperform any particular benchmark.
Waycross Investment Management Company is an investment adviser registered in the State of Washington and the State of Delaware. The adviser may not transact business in states where it is not appropriately registered, unless it is exempted from registration in those states. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
This site may contain inaccuracies or typographical errors. Waycross Investment Management Company does its best to insure the integrity and security of this site, but does not warrant that this site, its servers, or e-mail sent from this site are free of viruses or other harmful components. Downloading any material is done at one’s own risk, and Waycross Investment Management Company cannot be responsible for any damage to a user’s computer system or loss of data that results from the download of any material. Waycross Investment Management Company shall not be liable for any direct or indirect damages arising out of, resulting from, or in any way connected with the use or the inability to use, any delay in, or the performance of this website.