SIA Managed Accounts

SIA Managed Accounts

Professionally monitor your account on a consistent basis with a variety of services and solutions.

  • Portfolio management
  • Asset allocation
  • Investment steps
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  • Asset Allocation Avenues

    Asset Allocation Avenues

    Access to sophisticated investment management often only available for much larger accounts.

    • Analyze current position
    • A variety of services and solutions
    • Professional investment monitoring

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  • Strategic Retirement Solutions

    Strategic Retirement Solutions

    Provide a solid retirement plan that gives your employees a wide range of investment choices.

    • Great benefit for employees
    • Recruit and retain the best
    • Benefit from tax savings

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  • Asset Classes

    Asset Classes

    Our professionals will guide and help you select an allocation model for your investments.

    • Create model portfolios
    • Maximize returns
    • Diversify investments

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  • Financial Professionals

    Financial Professionals

    Strategic Investment Advisor's team of financial professionals welcomes the opportunity to assist you. Meet our team!

    • Let us assist you with your needs.
    • Free confidential consultations.
    • Professional, personal service.

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  • About Strategic Investment Advisors

    About Strategic Investment Advisors

    We focus on helping you meet your financial objectives.

    • A subsidiary of Uwharrie Bank.
    • Professional investment advisors.
    • Personalized management.

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Strategic Investment Advisors, Inc. is a subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank. The Firm is a SEC registered investment advisor.

Retail brokerage and insurance products are offered through Private Client Services, LLC., 2225 Lexington Rd, Louisville, KY 40206, ph: 502-451-0600, Member FINRA and SIPC under the marketing name of Strategic Investment Group. Private Client Services, LLC, and Uwharrie Capital Corp along with its affiliates and/or subsidiaries are separate, distinct, and unaffiliated entities.

It is important to note that securities and insurance offered are: NOT BANK DEPOSITS, NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY, NOT OBLIGATIONS OF OR GUARANTEED BY ANY FINANCIAL INSTITUTION, AND SUBJECT TO RISK AND MAY LOSE VALUE.