References

The trust our clients place in our firm’s management of their assets carries with it specific responsibilities. Over the last three decades, our clients have relied upon our guidance to manage assets now approaching half a billion dollars.

We consistently strive for superior performance working with high quality investment securities and a disciplined strategy based upon sound investment principles.

Our disciplined and conservative approach to investing has rewarded us, we believe, with a remarkable degree of loyalty from our clients. We will always endeavor to earn the confidence of those who have entrusted their investment assets to our care.

The following organizations regulate or provide reporting for investment professionals or businesses. These agencies do not recommend or endorse the use of any individual or firm, but they provide regulatory, legal, historical, credit, or general reference information on individuals and firms.

Check the background of this firm  on FINRA’s BrokerCheck. (U.S. Securities and Exchange Commission website)

U.S. Securities & Exchange Commission (SEC)

450 FIFTH STREET N.W.

WASHINGTON, D.C. 20549

www.sec.gov

Better Business Bureau

500 WEST FIFTH STREET

WINSTON-SALEM, N.C. 27101

(336) 725-8348, (800) 777-8348

www.nwnc.bbb.org

Dun & Bradstreet

899 EATON AVENUE

BETHLEHEM, PA. 18025-9922

(D & B has a charge for their service)

Woodard & Company Asset Management Group, Inc. and the professional staff

are registered with the U.S. Securities & Exchange Commission.

 

Company Policies

ADV Brochure 2017

ADV Brochure Supplement 2017

Code of Ethics