Asset Allocation Avenues

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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