Woodard & Company Asset Management Group, Inc.’s assets under management are held in custody by Fidelity Investments Institutional Wealth Services. Investments Advisors, custodians, and insurers (SIPC and others) do not insure accounts against investment loss or market risk. Investment risk is an inherent part of investing and should be carefully considered by investors.
Fidelity has a sixty year reputation for integrity and financial management expertise. Fidelity’s clearing, custody, and other brokerage services may be provided by National Financial Services, LLC, or Fidelity Brokerage Services LLC, members NYSE and SIPC. Fidelity insures accounts through the basic SPIC coverage and they additionally provide supplemental protection that covers our client’s accounts net equity over and above the SPIC coverage. This coverage affords certain protection that covers our client’s accounts net equity over and above the SPIC coverage. This coverage affords certain protections against custodial firm failures and does not protect client accounts from market declines.
WCAMG is an independent investment management firm and is not affiliated with Fidelity Investments. Woodard & Company maintains ERISA bond coverage. Furthermore, the safety and security of confidential client information is a foremost concern at our firm. We have enacted strict policy measures to assure the integrity of this information.