Investment Management
Wealth Advisory
Investment Management

Investment Management

Your investment needs and goals are not identical to those of any other investor. That's why we customize your portfolio s 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:

  • Diversify among and within asset classes in an effort to maximize expected returns and minimize expected risks
  • Manage income and asset transfer taxes
  • Customize investment plans according to long-term, investor-specific policy guidelines, preferences, and cash flow requirements
  • 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

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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