Managed Accounts

pen and hands and calculator

Managing investment accounts takes time and a certain level of expertise. For this reason, many investors choose to work with Uwharrie Investment Advisors for a personal approach to account management.

Because we are independent advisors, we can manage your portfolio in a number of ways. We can use generally accepted investment management approaches to work with you to develop a personal investment plan.

We offer:

  • Personalized service and multiple options
  • Carefully constructed asset allocation models
  • Due diligence on mutual funds and exchange traded funds
  • Asset diversification
  • Active and passive strategies

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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)