About UVEST

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.

If you already have a Full Service Brokerage account with Strategic Investment Group and would like to view your account online, please reference "New Account Activation" for more details. You will need to download and complete an application form.

If you don't currently have a Full Service Brokerage account with Strategic Investment Group, we welcome the opportunity to discuss your investment goals.

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.