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.
- 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