Waycross Investment Management Co

Waycross Investment Management Company, established in 1980, is a registered investment advisor based in Bellingham, WA. The firm, owned by Luther H. Hodges and David G. Schneider, offers discretionary account management tailored to clients' financial circumstances, investment objectives, and risk tolerance. They provide services such as financial planning and retirement planning at no additional cost. Waycross acts as a fiduciary, always prioritizing clients' interests. The firm manages over $214 million in assets on a discretionary basis and offers non-discretionary investment advice services to 401(k) plans. For fees, Waycross charges a percentage of assets under management, with rates varying based on the total value of client accounts. The firm does not receive compensation from third parties related to purchasing securities. Clients may impose reasonable restrictions on their portfolios, and fees are billed quarterly in advance. Waycross does not charge performance-based fees and generally recommends diversified portfolios of individual equities, bonds, mutual funds, ETFs, and cash. Waycross serves individuals, trusts, estates, and charitable organizations, with a minimum account size typically set at $250,000. The firm's investment strategies focus on asset allocation, fundamental analysis, and risk management to help clients achieve their financial goals. Clients receive regular reports and are encouraged to contact Waycross with any questions or concerns.