THE WAYCROSS ADVANTAGE

Socially Responsible Impact Investing

Your investments, your values, your bottom line.

We understand that your investment choices tell a story uniquely your own. It’s not just about performance; it’s about your values and ideals, and—ultimately—about making the world a better place.

Waycross is your partner in building a portfolio that reflects your values. You may want to encourage corporate practices that promote environmental stewardship, consumer protection, human rights, and diversity through impact investing strategies. You may want to avoid businesses involved with alcohol, tobacco, fast food, gambling, weapons, fossil fuels, or the military.

Our decision-making is informed by rigorous research and analysis, including academic training, ongoing collaboration with environmental advocacy and policy organizations, and a variety of workshops and conferences related to socially responsible impact investing. It’s a natural fit for us given our academic background with a specialty in natural resource and environmental economics.

Wherever your commitments lie, we will listen, understand your perspective, and craft a portfolio that reflects your values and ideals.

INTERESTS THAT ALIGN

Get Started

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.