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:
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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