The Waycross Advantage

investment advisor benefits

proactive, customized portfolio management

WAYCROSS is a registered investment advisor, with a fiduciary obligation to our clients. We act solely in your interest. We design and manage customized portfolios for our clients. We do not benefit from having our clients use particular investments and do not sell any products. We also do not use predesigned models or use funds or other securities recommended by a parent company. We are independent, fiduciaries striving to do the best we can for our clients.

A financial planner is a more generic title that describes people who help individuals plan for their short- and long-term financial goals. Since they are not necessarily fiduciaries, they are not obligated to act solely in your best interest, and may use the planning process to sell you products like insurance or annuities that may not be the best option for you.

A broker-dealer is a person or company that buys and sells securities, including stocks, bonds, mutual funds, and various investment products – on behalf of its customers (as a broker), for its own account (as a dealer), or both. Brokers and broker-dealers are not necessarily fiduciaries.

 

It all begins with a conversation. Contact us to arrange a meeting and find out what happens when sixty years of experience focuses on guiding you to a prosperous financial future.

 
 

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