Waycross Partners LLC

An independent investment management firm specializing in managing equity assets for institutional investors and high-net-worth individuals. With over 25 years of collective experience, their team employs a disciplined, bottom-up investment approach that combines comprehensive company research, valuation analysis, and market sentiment evaluation. This strategy aims to achieve consistent, positive returns by continually identifying profitable stock opportunities.

The firm's investment philosophy emphasizes a balanced approach, integrating conviction and discipline to ensure client success. As a 100% employee-owned company, Waycross Partners is personally invested in their strategies, aligning their interests with those of their clients. This structure fosters long-term partnerships grounded in excellence, integrity, and service.

Waycross Partners offers a range of investment solutions, including Large Cap Core and Managed Risk portfolios, available as mutual funds. Their commitment to transparency is reflected in their straightforward fee structure, allowing clients to focus on their financial goals without concerns about hidden charges. The firm's robust, multi-disciplinary approach to analysis guides their process, ensuring that portfolios reflect clients' social and environmental priorities through socially responsible investing options.