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Strategic Investment Advisors
Introduces Asset Allocation Avenues

Wednesday, March 7th 2007 - Albemarle, NC - Expanding the suite of products and services available to clients, Strategic Investment Advisors introduces a new investment management solution, Asset Allocation Avenues (AAA). The new AAA program offers investors five well-diversified model portfolios based on different levels of risk tolerance that are actively managed by our dedicated team of investment professionals. Investors are aligned with an asset allocation model designed to fit their individualized level of risk and specific investment goals.

Strategic Investment Advisors follows an in-depth investment management process that includes analyzing an investor’s current position, recommending a model portfolio based on the investor’s responses to an investor profile questionnaire, and monitoring the investor’s account for proper allocation among the asset classes. Employing a rigorous due diligence process, Strategic Investment Advisors makes sure that each model is allocated to achieve the investor’s objectives without taking unnecessary risk.

A unique solution in the investment industry, the Asset Allocation Avenues program allows investors to participate at a minimum investment amount of $50,000. “Typically you don’t see this level of sophisticated investment management for clients with investment dollars less than $500,000. We know there are many individuals with less money than that who have the need and are interested in receiving professional advice. We have worked hard to bring this expertise to our communities,” said Jeff Talley, Executive Vice President, Strategic Investment Advisors.

If you are interested in receiving information regarding the Asset Allocation Avenues program, please call us at Strategic Investment Advisors:

 

Telephone: (704) 983-5959
132 North 1st Street, Albemarle

Telephone: (704) 983-5959
132 North 1st Street, Albemarle
   

Telephone: (704) 262-3855
25 Palaside Drive, NE, Concord
Strategic Investment Advisors - About Us
Telephone: (704) 983-5959
132 North 1st Street, Albemarle
 

Uwharrie Capital Corp, the parent company of Strategic Investment Advisors is a $411 million multi-bank holding company located in Albemarle, NC. The corporation offers a full range of financial solutions through its financial services companies including Anson Bank & Trust, Bank of Stanly, Cabarrus Bank & Trust, Strategic Investment Group and Strategic Investment Advisors.

 


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