A fee-only fiduciary, independent and privately held.
Woodard & Company Asset Management Group, Inc. is an independent and privately owned Registered Investment Advisory firm established in Winston-Salem in 1985. We serve individuals, families, and institutions primarily across the Piedmont Triad, from our home office in Bermuda Run, though our client relationships extend to clients in thirty-two states and, in a handful of cases, in other countries. We are compensated only by our clients, never by commissions, product sales, or third-party incentives.
Here at Woodard & Company we hold our fiduciary responsibility as our most important guiding principle. We define our fiduciary responsibility very simply: we hold the client’s interest first. As fee-only advisors, we have a clear focus and a strong commitment to that responsibility. We seek to eliminate any conflict of interest, and endeavor to do our very best managing each client’s assets.
Our team-based Investment Committee, not any single advisor, makes the decisions that shape each portfolio. The result is a standard of care informed by collective judgment rather than individual ambition, and a practice built to outlast any one generation.
— John B. Woodard, Jr., Founder and President
