- Communicate at your desired frequency, knowing your advisor is just a click or a call away
- Keep current your Investment Policy Statement (IPS), which serves as the customized blueprint for your ongoing individual circumstances and portfolio goals
- 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 mitigate risks
- Meet 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 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 provides the investment team's insights on market and economic developments, and keeps you posted on portfolio positioning shifts. We also hold client calls, both quarterly and during especially volatile times, where you'll have the opportunity to ask questions of Chief Investment Officer Tony Roth and Chief Economist Luke Tilley.
You will also receive our annual Capital Markets Forecast, which sets out our predictions for the coming year. Our quarterly commentaries will also keep you in the loop on the latest municipal bond matters.
Customized delivery and special attention
Take advantage of offerings such as comprehensive, individualized reporting that will keep you informed of performance, contributions, and results. Access your accounts on any device, anywhere, anytime with
the new online account experience. You can also generate custom reporting using our On-Line Portfolio™ technology, as well as receive audit and accounting assistance.
Take the first step toward the kind of deep, trust-based advisory relationship you deserve where our fiduciary commitment will always put you and your best interest first.
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