OVERVIEW

Woodard & Company Asset Management Group, Inc. (WCAMG) 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 do not perform financial, tax, or estate planning for our clients, we invest and manage portfolios. We work closely with clients to establish investment objectives and determine portfolio policies that best fit their objectives. The focus of our organization is the management of our clients’ investment portfolios.

The professional staff at Woodard & Company Asset Management Group, Inc. 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 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.

In addition, WCAMG provides retirement plan services to employers so they may offer their employees a quality benefit for their future. Our retirement plan package includes all plan arrangements such as profit sharing plans, money purchase plans, SEP-IRAs, pension, and 401(k) plans. We provide employee education, quality service, flexibility in investment choices and coordinated administration with the record keeper, trustees and/or plan sponsor.