Asset Allocation Avenues


For investment accounts of $50,000 and more, Uwharrie Investment Advisors can provide sophisticated investment management that is developed to help you meet your short-term and long-term goals. First, we analyze your current financial position and your risk tolerance to determine the best solution that addresses your needs. Then, we professionally monitor your account and meet with you at least annually to discuss your circumstances and your account.

We offer:

  • In-depth analysis and due diligence
  • Professional, timely account monitoring
  • Performance results with benchmarking

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Uwharrie Investment Advisors is a subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.

Retail brokerage and insurance products are offered through Private Client Services, LLC (2225 Lexington Rd., Louisville, KY 40206; phone: 502-451-0600). FINRA and SIPC member. Operates under the marketing name of Uwharrie Investment Group. Private Client Services, LLC and Uwharrie Capital Corp., along with their affiliates and subsidiaries are separate, distinct, and unaffiliated entities.

Securities and insurance offered are not bank deposits, not insured by the FDIC or any other state or federal government agency, not obligations of or guaranteed by any financial institution, and are subject to risk and may lose value. Risk(s) will vary depending on investments made by the client, a Uwharrie Investment Advisor Representative will review these risk(s) with the client prior to investing.

Customer Disclosures and Client Relationship Summary (Form CRS)