Investment Services for High-Net-Worth Individuals and Institutions
Investment Services

Investment Services
Investment Services

Your investment needs and goals are not identical to those of any other investor. That's why we customize your portfolio to your specific requirements.
We offer an array of investment strategies and vehicles to high-net-worth individuals and families, business owners, foundations and endowments, financial advisors, and corporations.

Our investment offerings include:
  • Investment policy statement design
  • Strategic and tactical asset allocation advice
  • Proprietary stock, bond, real asset, and hedged investment vehicles
  • Access to leading independent investment managers
  • Portfolio construction and rebalancing
  • Investment consulting
  • Custody and reporting services

Once we've tailored a strategy to suit your needs, we implement it with solutions that draw on the expertise of our own skilled portfolio managers and institutional-quality third-party firms. Our due diligence and manager oversight processes guard against style drift and underperformance, keeping your investments aligned with your goals.

Our investment philosophy:

  • Customize investment plans to reflect long-term, investor-specific policy guidelines, preferences, cash flow requirements, and risk tolerance
  • Diversify among and within asset classes in an effort to maximize expected returns for the target level of risk, or minimize expected volatility in pursuit of a target rate of return
  • Build flexible portfolios, considering both active and passive approaches
  • Help clients stick to well-considered plans in tough times and recognize when plan or portfolio changes should be made
  • Manage income and asset transfer taxes where applicable

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© 2016 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation (M&T). Investment management and fiduciary services are provided by Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., a national bank, and M&T Bank. International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

 Investment and Insurance Products:
  • Are NOT Deposits.  • Are NOT FDIC-Insured.  • Are NOT Insured By Any Federal Government Agency.  • Have NO Bank Guarantee.  • May Go Down In Value.  

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender