Unlike similar DOWC investment providers, rather than managing another team of external investment managers, Waycross Partners IS the investment manager. Our in-house team of CFA® charterholders makes all of the decisions on our clients’ portfolios. By managing your investments in house, we offer the following advantages to your DOWC investment:
By managing your investments in-house, we not only provide access to the team selecting each investment, but we effectively cut out the middleman by eliminating additional vendors, removing layers of fees.
Additionally, Waycross Partners offers fee transparency within a fee-only (non-commission) structure. Clients are charged an annual fee under a simple, predictable model based on assets under management, which means that clients always know exactly what they are paying for in fees.