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.

Our Offerings Include

• Personalized Service and Multiple Options: We tailor our services to your unique financial situation, offering a range of options to suit your needs and preferences.
• Carefully Constructed Asset Allocation Models: Our advisors develop asset allocation models that are carefully constructed to align with your investment objectives and risk tolerance.
• Due Diligence on Mutual Funds and Exchange Traded Funds: We conduct thorough research and due diligence on mutual funds and exchange traded funds to ensure they meet our rigorous standards for quality and performance.
• Asset Diversification: We emphasize asset diversification to help mitigate risk and optimize returns for your investment portfolio.

Active and Passive Strategies: Whether you prefer an active or passive investment approach, we offer strategies that align with your goals and preferences.

Ready to Take Control of Your Investments?

Let Uwharrie Investment Advisors help you navigate the complexities of investment management and build a customized strategy tailored to your financial objectives. Contact us today to schedule a consultation and start your journey toward financial success.

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)