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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. 
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.
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COLLECTIVE INVESTMENT TRUSTS

Why Wilmington Trust?

Our fiduciary heritage is the cornerstone for designing and implementing dynamic, value-driven solutions for clients and participants.

Innovation Drives Us

A snapshot of where we are today

Wilmington Trust, N.A. is a leader in the collective investment trust market
Over $116.6 billion in assets under administration across funds
Managed by more than 39 subadvisors
Available on more than 49 trading platforms as of December 31, 2022

TAKING THE LEAD

The Future of CIT Onboarding Is Here

Being an industry leader in CITs means always thinking of ways to make managing qualified plans easier and more convenient for you—and the client accounts you manage. Our new approach to participation agreements will balance modern-day innovation with a streamlined approach so you can access everything you need in one location.

Learn how to start streamlining your approach to participation agreements with boardingpass™

Request a Demo

COLLECTIVE INVESTMENT TRUSTS

2019 Nasdaq Fund Network Collaboration

Wilmington Trust proudly collaborated with Nasdaq Fund Network, marking the first time that investors could access information on these low-cost investment vehicles via a standardized ticker.

Read Press Release

Services Provided by Our Advisors 

We are here for every part of the process

Governance:

  • Comprehensive Committee Structure
  • Independent audit of every fund
  • Subject to OCC regulations & audits
  • Type II SSAE-18 (SOC-1)
  • Report of CIT Operations
  • Ongoing compliance monitoring of fund activity
  • Nationally Chartered Trust Bank 

Operations:

  • Fund Accounting Custody
  • Transfer Agent
  • Fund Expense & NAV Oversight
  • Middle Office

Marketing:

  • Morningstar Facts Sheets
  • Product Sheets
  • Educational Materials
  • Client & Advisor Materials 

Sales & Support:

  • Platform Availability
  • Sales Team-Internal/External
  • Collaborative marketing approach with partners 

Collective Investment Funds (“WTNA Funds”) are bank collective investment funds; they are not mutual funds. WTNA Funds and units therein are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively. Investments in WTNA Funds are not deposits or obligations of or guaranteed by Wilmington Trust, and are not insured by the FDIC, the Federal Reserve, or any other governmental agency. WTNA Funds are commingled investment vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the WTNA Funds.

Participation in Collective Investment Funds is limited primarily to qualified retirement plans and certain state or local government plans. Collective Investment Trust Funds may also be suitable investments for participants seeking to construct a well-diversified retirement savings program. Investors should consider the investment objectives, risks, charges and expenses of any pooled investment fund carefully before investing.

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