Your Client Experience: What you can expect
Benefit from a firm that is big enough to provide global investment intelligence and is also nimble enough to provide you with a personal connection to all the resources we provide.
You'll enjoy a close relationship with a trusted advisor who is bound by a fiduciary commitment to put your best interest first, and who will be dedicated to:
- Communicating at your desired frequency, just a click or a call away
- Keeping current your Investment Policy Statement (IPS), which serves as the customized blueprint for your ongoing individual circumstances and portfolio goals
- Helping to ensure that your portfolio is optimized to reflect our investment professionals' best thinking, as well as tactical guidance designed to help capture near-term opportunities and monitor risks
- Meeting with you regularly for IPS portfolio reviews and rebalancing to see that your holdings fall within your desired risk parameters and are staying on track to meet your stated goals
Intellectual capital to simplify a complicated world
Stay in the know with our monthly thought leadership publication, Capital Perspectives—and our Wilmington Wire blog posts—which provide the investment team's insights on market and economic developments, and keep you posted on portfolio positioning shifts.