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Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Your Client Experience | Wilmington Trust

Investment Management

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 always puts you first, will strive to meet or exceed your expectations, and will take the time to:
  • 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. You'll also receive daily account information through On-Line Portfolio™ technology, as well as 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.









Meet Our Investment Team
Tony Roth, Master Craftsman Article

Related Insights
What does the next decade hold in store?
Our investment team looks at the obstacles and opportunities ahead for markets and economies
Municipal Fixed Income Quarterly Market Review
A round-up of current municipal markets and areas of particular concern
Women Investors
Driving empowerment, confidence, & success
Your Values, Your World, and Your Portfolio
A snapshot of sustainable, responsible, and impact investing
LGBT Investors
Granted equality, seeking opportunity.

© 2019 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the 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.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 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