© 2021 M&T Bank Corporation and its subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Financial Advisors are investment advisor representatives of, and offer securities and advisory services through LPL Financial LLC (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
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  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.

Investment Management

Your Client Experience

Enjoy excellent personal service that is designed to meet or exceed your expectations from a dedicated relationship manager who will take the time to:

  • Build a close, trust-based relationship with you and stay in touch regularly
  • Develop an Investment Policy Statement (IPS) to serve as the blueprint for your individual circumstances and portfolio's objectives
  • Make portfolio reallocations to reflect tactical adjustment designed to capture short-to-intermediate term opportunities or help mitigate risks based on our current best thinking
  • Monitor your portfolio to ensure it is on track to meet your objectives within the defined risk parameters
  • Meet with you regularly for IPS portfolio reviews and rebalancing to return the asset weightings to their prescribed mix or range

Customized delivery and special attention

Take advantage of offerings such as comprehensive, individualized reporting that will: keep you informed of performance contributions and results relative to benchmarks; satisfy monthly, quarterly, and year-end reporting requirements; be available for use in board of director presentations.

You'll also receive daily account information through On-Line Portfolio™ technology, as well as audit and accounting assistance.

A local, highly qualified team will be dedicated to meeting your objectives. It is backed by an integrated, holistic wealth manager with global intelligence. Your relationship manager can connect you to tax, trust, and legal advisors or collaborate closely with your current trusted counsel.

Investment intelligence

Stay in the know with our monthly thought leadership publication, Capital Perspectives, which provide our best thinking on markets and economies and also keep you posted on portfolio positioning shifts. Ask questions of Chief Investment Officer Tony Roth and Chief Economist Luke Tilley on our quarterly client call, which also features special guests from other firms.

Each year, you will also receive our Capital Markets Forecast which sets out our predictions for the coming year and decade. Our quarterly commentaries will also keep you in the loop on the latest municipal bond matters and in case there are critical market events, you'll hear from us with special investment commentaries.

Meet with one of our investment professionals to learn about our communications and our commitment to client service.