Managed Accounts

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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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Advisory products and services offered by Investment Advisory Representatives through Uwharrie Investment Advisors, a Registered Investment Advisor and subsidiary of Uwharrie Capital Corp and an affiliate of Uwharrie Bank.

Retail brokerage and insurance products offered by Registered Representatives through Private Client Services, LLC. FINRA and SIPC member. Private Client Services and Uwharrie Capital Corp along with its affiliates and/or subsidiaries are separate, distinct, and unaffiliated entities. It is important to note that the securities and insurance offered are: NOT BANK DEPOSITS AND NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT OBLIGATIONS OF OR GUARANTEED BY ANY FINANCIAL INSTITUTION – SUBJECT TO RISK AND MAY LOSE VALUE. Risk(s) will vary depending on investment 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)