Our Investment Philosophy

people with tablets at work

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 $175 million in assets under management as of December 31, 2019 and an additional $44 million in assets under advisement, 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.