Specialized Expertise
Specialized Expertise

Tailored Services for Each Client Relationship

Our investment professionals strive to help our clients by adhering to a consistent, disciplined investment philosophy that's supported by our ongoing research and extensive market experience.

We have specialists in portfolio management, trading, credit research, and risk management, and the skills of our team members complement each other. We have extensive experience managing fixed-income portfolios for pensions, endowments, foundations, municipalities, holding companies, and captive insurance companies, as well as bank investment portfolios and funds associated with project finance transactions.

Our customized services include:

  • Creating or reviewing investment policy statements
  • Providing required liquidity
  • Analyzing and projecting future cash flows
  • Understanding of the complexities of the industry and needs of clients
  • Providing increased substance for domicile-based investment decisions
Speak to an expert

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© 2014 Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by
M&T Bank. Investment Services, Wealth Advisory and Corporate & Institutional products and services are offered by Wilmington Trust Company,
operated in Delaware only, and Wilmington Trust, N.A. International Corporate & Institutional services are offered through our international affiliates.

 Investments: • Are NOT FDIC-Insured. • Have NO Bank Guarantee. • May Lose Value. 
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust or Wilmington Trust NA.

M&T Bank and Wilmington Trust, N.A. are Members FDIC and Equal Housing Lenders NMLS #381076 Equal Housing Lender