Full Service Online Brokerage

About Us

View your existing Full Service Brokerage Accounts online with the comfort of knowing you are in good hands. We are committed to providing you with the tools and advice you need to achieve your financial goals. Access your accounts at any time, from the comfort of your own home or office. Strategic Investment Group investment professionals are available by phone, fax, email, or by visiting our offices.

We are always looking for ways to serve you better and have allied with UVEST Financial Services to provide you with access to enhanced product offerings. Recognizing the need for greater access to securities information and services, UVEST offers the power to efficiently utilize the Internet to direct your investment strategy and help you make informed decisions about your holdings. With the NetExchange Client there's no need to wait for your statement to check account activity, balances and market value. You get detailed information within seconds, 24 hours a day.

Empowering you with a high quality, cost effective means for managing your investments online. Manage your investments with access to Portfolio Manager, Market Watch, Quotes, News, and Research. You have information at your fingertips, making it simple and convenient for you.

  • Access all your brokerage accounts with one convenient sign-in
  • Check account activity, balance and market value anytime
  • Manage your investments with access to Portfolio Manager, Market Watch, Quotes, News and Research
  • Make informed investment decisions on a timely basis
  • Check the status of orders
  • Review up to 2 years of account history
  • Create and track 4 model portfolios with up to 20 positions in each.
  • Look-up symbols and access quotes

Securities and Insurance Products are offered by, and Consultants are registered with, UVEST Financial Services and its affiliates, Member: FINRA / SIPC . UVEST and Bank of Stanly are independent entities.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.