Woodard & CO Asset Management Group INC

About

Woodard Company | Financial Investment Advisors Planning Woodard Company Asset Management Group, Inc. ( WCAMG ) is an independent and privately owned Registered Investment Advisory firm established in Winston-Salem in 1985. Our corporate philosophy is to provide discretionary asset management using traditional investment mediums for individuals and institutions that emphasize sound fundamental values and principles. We work closely with clients to establish investment objectives and determine portfolio policies that best fit their objectives. We endeavor to maintain the highest standards of ethics with regard to the quality of our investment process as it relates to the needs of the client. The professional team at WCAMG is dedicated to the expert management of your money. The management is done strictly on a “fee-only” basis; commissions will not be accepted. We make our investment decisions after careful review and analysis of investments, including funds, stocks, and other options such as CDs available that suit the client’s objectives. At Woodard Company, we follow a team-based approach to all of our investment decisions. Our advisors do not manage separate books of business. The firm’s goal is to create a business model that endeavors to eliminate as much conflict of interest as possible. In addition to our investment services, Woodard Company offers a financial planning service, free of charge to our clients. More information can be found about financial planning under

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