A complete list of active advisors currently associated with Woodard & Co Asset Management Group Inc

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Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement-plan services to a broad client base that includes individuals, trusts, estates, corporations, charitable organizations and pension/profit-sharing plans. The firm manages portfolios across equities, fixed income, mutual funds, ETFs, commodities and other securities, and offers employee education and plan administration as part of its retirement-plan services. Investment decisions are made by an in-house Investment Committee using a team approach, combining tactical asset allocation with a concentrated “market leaders” equity strategy and fund-based allocations; the firm conducts its own research and does not rely on soft-dollar arrangements. Risk management emphasizes broad diversification and may include commodity-linked funds, long/short funds and other hedging strategies, with discretionary implementation for client accounts. Compared with peers, WCAMG manages a large client base relative to its team size—approximately 1,806 clients served by five advisors—and oversees about $1.167 billion in assets (more than $200 million in AUM per advisor). The firm also operates a wrap-style arrangement with Fidelity (absorbing transaction costs for those clients), maintains a sub‑advisory relationship for research and trading support, and provides ongoing client and employee education, which together distinguish its service model from many similar-sized teams.

To learn more about the advisors currently working at Woodard & Co Asset Management Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.