Our Investment Philosophy
Our investment philosophy is simple. We provide you with approaches to investment management tailored to your personal circumstances. It is a relationship built on trust and strengthened through open, honest communication.
We assess your personal profile through interviews designed to determine your financial goals. Throughout the process, we consider such relevant factors as:
- Your investment objectives
- Investment horizon
- Your risk tolerance or personal preferences
- Your income needs
- Regulatory requirements
Keeping each of these elements in mind, your Uwharrie Investment Advisor Representative will work in tandem with you to establish investment guidelines and parameters. Your assets are then allocated to help achieve your objectives.
With approximately $263 million in assets under care, through Uwharrie Investment Advisors, we know that monitoring a large portfolio requires a lot of time and attention to detail. We work closely with you to meet your financial objectives without you having to spend all of your valuable time learning the process.