Those who work with Waycross will not be surprised to learn that the company retained all of its clients when it moved across the country decades ago. The reason is simple: Waycross is committed to listening, understanding, and supporting their clients. This commitment has been part of the Waycross culture from its origins to the present day.
Waycross is an SEC Registered Investment Advisor. The company’s specialty is creating a unique portfolio that reflects client’s goals. In addition, Waycross designs and manages diversified portfolios, and works with individuals, families, and for profit and not-for-profit corporations to manage IRAs, retirement plans, and taxable accounts, as well as endowment, reserve, and educational funds.
We also choose not to sell any product, so that we can remain objective and provide unbiased portfolio management.