Uwharrie 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