SIA Managed Accounts
Professionally monitor your account on a consistent basis with a variety of services and solutions.
- Portfolio management
- Asset allocation
- Investment steps
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.