UIA Managed Accounts

UIA 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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  • Retirement Solutions

    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

    Uwharrie Investment Advisor's team of financial professionals welcomes the opportunity to assist you.

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

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  • About Uwharrie Investment Advisors

    About Uwharrie Investment Advisors

    We focus on helping you meet your financial objectives.

    • A subsidiary of Uwharrie Capital Corp.
    • Professional investment advisors.
    • Personalized management.

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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 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