At Uwharrie Investment Advisors, our investment philosophy revolves around one core principle: putting you and your financial goals first. We believe in building strong, lasting relationships based on trust, transparency, and personalized service.
Understanding Your Needs: We begin by getting to know you, your financial objectives, and your unique circumstances. Through in-depth interviews and analysis, we assess:
- Investment Objectives: What are your financial goals? Whether it’s wealth accumulation, retirement planning, or funding education, we tailor our approach to meet your specific needs.
- Investment Horizon: How long do you plan to invest? We consider your time horizon to develop strategies aligned with your short-term and long-term goals.
- Risk Tolerance: What level of risk are you comfortable with? We take into account your risk tolerance and personal preferences to design portfolios that align with your comfort level.
- Income Needs: Do you have specific income requirements? We factor in your income needs to create investment solutions that provide the cash flow you need.
- Regulatory Requirements: We ensure compliance with regulatory standards and guidelines to safeguard your investments.
Tailored Investment Solutions: Based on our assessment, your dedicated Uwharrie Investment Advisor Representative collaborates with you to establish investment guidelines and parameters. We customize asset allocation strategies to help achieve your financial objectives while managing risk effectively.
Comprehensive Portfolio Management: With over $263 million in assets under care, we understand the importance of diligent portfolio management. Our team closely monitors your investments, making informed decisions to optimize performance and mitigate risks.
Personalized Service, Simplified Process: Navigating the complexities of investment management can be daunting. That’s why we’re here to guide you every step of the way. Our goal is to help you achieve financial success without sacrificing your valuable time.
Ready to Take Control of Your Financial Future? Experience the difference of personalized investment management with Uwharrie Investment Advisors. Contact us today to schedule a consultation and take the first step toward building a brighter financial future.
At Uwharrie Investment Advisors, we’re committed to your financial well-being. Let us help you build a brighter financial future.
Advisory products and services are 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 are 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)
