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Advisor-Assisted
As a trusted financial advisor, we understand your business and investment needs and will serve as a partner to you and your team.
Our relationship manager and investment team have been working with advisors our entire careers and we strive to help you grow your business with the best investment solutions possible.
Meet the Investment Team
Who We Serve
Waycross is dedicated to offering institutional-level service and communication to all our clients. We are committed to putting clients' alpha first, and our experienced relationship management team provides an industry-leading experience to each of our clients and partners.
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Navigating Market Volatility with Confidence
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Analyzing Performance Metrics for Superior Results
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Unlocking Value Through Strategic Investments
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Meet the Relationship Management Team
“One thing that I like about Core investing is that you are not stuck in one style or the other… I like that ability to rotate through growth and value stocks and have the opportunity to invest where we see the best opportunities for our clients.”
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JOHN W. FERREBY, CFA
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