Getting to Know Woodard & Company



Photography by:  Photo Artistry by Melinda

“Always buy quality and diversify.”™

John Woodard knows asset management.  He’s been in the money managing industry since the late 1970s when he joined a major Wall Street firm before starting his own firm in 1985.  Woodard & Company is a registered investment advisory firm offering fee-only discretionary investment management.   The company is registered with the US Securities and Exchange (SCEC).

“I started Woodard & Company because I felt there was an inherent potential for conflict of intent in commissionable brokerage firms,” shared John.  “I wanted to create an investment firm that put the client’s interest first through fee-only management.  As most startup businesses do, we had some early challenges, but through experience and expertise, we have carved a niche for ourselves.

“We began with our Market Leaders stock portfolio and in the early 90s, we included a new discipline of tactical asset allocation, in addition to the discipline of modern portfolio theory.  We were also joined in the early 1990’s by Dr. Larry Hungerford.  With his help, we began a weekly radio show on WSJS with Glenn Scott, helping do-it-yourself investors understand what they needed to do with their money and how to do it effectively.  For eight years, Dr. Hungerford wrote a regular column for the Winston-Salem Journal in order to further educate the community.”

John continued, “Over the years, markets and investments have fluctuated, as they will do.  But our investment management style focuses on investing in high-quality securities and creating well-diversified portfolios.  As of today, our clients have entrusted us to manage in excess of 800 million dollars.

Additionally,” John said, “we have a collaborative team approach toward managing assets.  We make informed decisions based on our comprehensive research by our team of professionals, including a Certified Professional Accountant and Certified Financial Planner on staff.  We do not sell insurance, annuities, or mutual funds.  We manage investment portfolios on a discretionary basis.  The more we can focus on the markets and the economy, the more in tune we can be with performance and achieving client’s goals.  And in doing that—we can put our clients first.  We work with individual accounts, retirement plan rollovers, trusts, foundation, and we can design and implement 401k plans for businesses.”

“At the end of the day—our approach is not new,” John shared.  “But we specialize in what we know works.  Sound.  Proven.  Fundamental investment principles.  These strategies combined with our relational approach with our clients has made a difference that’s 36 years strong.”

Woodard & Company Asset Management is located at 117 Kinderton Boulevard in Bermuda Run.  Call the office at 336.998.7000 or visit online at WCAMG.com.  Be sure to like them on Facebook!

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Woodard & Company is a generous supporter of the Davie Community Foundation and The Salvation Army.  They make contributions to the community, including access to educational resources for asset management.


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