Individuals

Published by Waycross Partners on

How We Work With Individuals:

Navigating the equity markets, and the various products tied to them, can be a daunting and risky endeavor. As such, Waycross Partners, LLC makes a commitment to our clients to be:

Independent

Waycross Partners, LLC is a Registered Independent Advisory Firm (RIA). With multiple relationships to brokerages, custodian companies, and research providers, we are able to act with the best interests of our clients in mind.

Focused

As a boutique investment firm, we are able to focus directly on a core universe on stocks and their best application within the Long/Short Equity framework. This allows us to quickly take action in order to grow principle, protect assets, and provide superior, risk-adjusted returns.

Accessible

Waycross Partners understands that being a partner to our clients is about more than performance and reporting. With our home office here in Louisville, we are able to be available via phone, email, and in-person meeting.

Contact us to learn more about how Waycross Partners can help diversify your personal portfolio. 

Categories: Our Clients

COVID-19 Update

As we monitor news about COVID-19, our response is focused on the health and safety of our associates, clients and partners and on meeting the expectations of our clients.

While the market environment, and the uncertainty about its impact, could continue for some time, our experienced investment team has weathered periods of heightened volatility before. In the event we must work from home, we are confident that our technology systems and business continuity planning will allow us to remain focused on managing client portfolios.

This situation remains fluid, and we will continue to update you as appropriate. As always, we invite clients to reach out to us with any concerns you might have. We hope that you are safe and healthy during this unsettling time and appreciate your continued confidence in and partnership with Waycross Partners.