Site Map and Help
The following is a list of the main pages of this website, as well as a brief description of what is contained within that page:
Woodard & Company Asset Management Group, Inc. The introductory page of this website. It contains our company's mailing address, telephone and fax numbers and a link that allows you to email our company directly.
Home Page The Home page, which contains our Mission Statement as well as the Log In link to our custodian Fidelity Investments.
Overview Contains a brief overview of our company and the services we provide.
Philosophy Describes our investment philosophy and contains a link to descriptions of the investment strategies available.
Staff Describes our policy of teamwork and contains links to brief bios of each member of our team.
Custody Describes the relationship between our company and our custodian Fidelity Investments.
Fee Schedule Describes our fee schedule as well as the services provided.
References Contains links to organizations which regulate and provide reporting for investment professionals/businesses.
History Contains photographs and a brief history of the progression of Woodard & Company.
General Information Contains links to documents available, such as our quarterly newsletter, Code of Ethics and ADV.
Settings and Browser Requirements
Our website is best viewed at a screen resolution of 1024 X 768 or greater (the current industry standard). Please review your operating system's "Help" menu for details on changing this setting.
Viewing Documents
Our website contains documents saved in the Adobe Acrobat format (.pdf). To get a free Adode Acrobat Reader, click on the hyperlink below and follow the instructions provided by Adobe for installation to your computer. Should you need assistance please contact Adode directly via their website, www.adobe.com.
Security
Woodard & Company Asset Management Group, Inc. employs the latest encryption technology (128-bit) and advanced security protocols (SSL) for the protection of data transmitted via this website. You can help keep your account data safe by taking the following precautionary measures:
Close your browser after viewing account data online to ensure that others using the computer after you cannot use the "Back" function to return to pages containing your confidential information.
Clear your browser history frequently. Use your browser's "Help" option for instructions.
Secure your computer with routine maintenance, including the use of anti-virus software and personal firewalls.
Minimize your risks online by using good online habits and safely managing your personal information.
Woodard & Company Asset Management Group, Inc. is not responsible for any unauthorized access to data caused by the failure of an end-user to properly secure their confidential information.