| 
For Retirement & Other Long Term Goals
www.StrategicInvestmentAdvisors.com
Strategic Investment Advisors is a registered
Investment Advisor, a subsidiary of Uwharrie
Capital Corp and an affiliate of Strategic
Investment Group. With Over $120 million under management
we know that monitoring a large portfolio requires
a lot of time and attention to detail. We make it easier for you to meet your financial objectives without spending all of your valuable time learning the process.
Our process provides you with approaches to investment management tailored to your personal circumstances. It is a relationship built on trust and strengthened through open, honest communication.
We assess your personal profile through interviews designed to determine your financial goals. Throughout the process, we consider such relevant factors as:
- Your Investment objectives
- Your Income needs
- Your risk tolerance or personal preferences
- Regulatory requirements
- Investment horizon
Keeping each of these elements in mind we work in tandem with you to establish investment guidelines, parameters and expected returns. Your assets are then systematically allocated to help achieve your objectives.
Because we are independent advisors we can manage your portfolio through recommending a variety of options. We can recommend from a select group of proven managers best suited to your needs or we can utilize modern portfolio theory and work with you to develop a personal investment plan.
|
