Trusted Advisors

How We Work with Trusted Advisors:

Your relationships with your clients are your most important asset. At Waycross, we look for ways to help you build those relationships.

Customized Support

Your business, clients, and workflows are unique. As a result, your needs and expectations for an investment manager are unique. With Waycross, you get more than a generalized report once a quarter. Instead, you get access to our portfolio managers, analysts, and support team.

Creative Solutions

When you work with us, you will find a team that is ready and willing to build a true solution to your investment problems. Through leveraging both technology and the collective experience of our team, we are able to provide our clients with the answers to their investment problems.

Reach out today to learn if your trusted advisor business can benefit from a relationship with Waycross.

Benjamin H. Thomas

Benjamin H. Thomas

Waycross Partners was founded in 2005 by Managing Partner, Benjamin Thomas. Ben along with partners John Ferreby and Larry Walker, worked together as portfolio managers at the institutional investment firm, Invesco, prior to Waycross Partners.

At Invesco, Ben was responsible for managing two mid-cap strategies and led the firm’s technology and telecom research effort. Prior to Invesco, Ben worked for Banc One Securities (now J.P. Morgan Asset Management) and Prudential Securities.

A native to Louisville, Ben attended the University of Kentucky where he earned a bachelor’s degree in Finance. He continued his education at Indiana University where he was awarded a master’s degree in Business Administration. Ben is a CFA charter holder and member of the CFA Society of Louisville where he served as president from 2007 to 2008.

YOUR PARTNER IN EQUITY SOLUTIONS

Waycross Partners was founded on the idea that equity solutions should be managed with the investors needs in mind. We offer strategies that fit investors of varying levels of risk-tolerance to help achieve your clients goals.

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