Buy Quality and Diversify®
The professional staff at Woodard & Company FInancial Management Group Inc. is dedicated to the expert management of your money. We make our investment decisions after careful review and analysis of the best funds, stocks, and other investment securities available that suit the client’s 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.
Get In Touch
(336) 998-7000
contact@wcamg.com
117 Kinderton Blvd, Advance, NC 27006
Financial Management Services
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Institutional Services
In depth needs assessment to determine whether your current plan is meeting participant and company requirements as well as industry requirements.
Individual Services
We manage assets utilizing two basic investment portfolio styles. Our primary management style we term “Tactical Asset Allocation.” This method bases our portfolio structure on a client’s needs and objectives.
Management Services
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Custody
Woodard & Company Asset Management Group, Inc.’s assets under management are held in custody by Fidelity Investments Institutional Wealth Services.
We’ve been Helping clients make secure financial decisions since 1985.
Woodard & Company Asset Management Group, Inc. is a 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.
Providing Financial Management Services for Individuals and Institutions for over 34+ Years.
Asset Management
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Maintenance & Upkeep
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Lets Talk
(336) 998-7000
contact@wcamg.com
117 Kinderton Blvd, Advance, NC 27006
Let's Build Your Dream Together
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