The professional staff at Woodard & Company Asset Management Group, Inc. uses a team approach to manage our clients’ assets. Our investment decisions are made by our investment policy committee, never any one individual.
We have assembled a diverse team of professionals with complimentary skills, working together, to apply a consistent and cohesive overall strategy to the management of our client’s assets. The ability to manage assets is based upon the collective strength of our team and the consistent application of our underlying investment discipline.
UNCOMPROMISED PERSONAL SERVICE
We value each individual relationship with our clients, and endeavor to meet the needs of each client. Whether the client requires investment management services or is seeking help with a question relating to their ﬁnancial needs, we are ready to assist. We seek to learn our client’s objectives, risk tolerance, and circumstances in order to tailor a well considered investment strategy appropriate for each client.
These factors provide the foundation for the determination of the appropriate asset allocation of each client, this framework guides our decision making process. We are committed to providing superior personal service in order to meet our client’s individual need.
We strive to provide professional personal service to meet your investment needs and we work together as a team to manage your assets. Unlike a relationship where one individual selects and invests for the client, our investment committee determines policy and decisions as a team. This teamwork philosophy makes stronger the complex fabric of asset management.