UIA Managed Accounts
Professionally monitor your account on a consistent basis with a variety of services and solutions.
- Portfolio management
- Asset allocation
- Investment steps
Uwharrie Investment Advisors, Inc. is a subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank. The Firm is an SEC registered investment advisor.
Retail brokerage and insurance products are offered through (Private Client Services, LLC., 2225 Lexington Rd, Louisville, KY 40206, phone: 502-451-0600), Member FINRA (Broker Check) and SIPC under the marketing name of Uwharrie 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 ~~~~ Are Subject To Risk And May Lose Value