Your Client Experience | Wilmington Trust

Investment Management

Your Client Experience

You'll benefit from a close, trust-based relationship with your Investment Advisor, excellent service, and a steady flow of investment intelligence to keep you informed.

Investment intelligence

Stay in the know with our monthly thought leadership publications, Capital Perspectives, which provides our best thinking on markets and economies and also keeps 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.

Personalized delivery

A local, highly qualified team that knows you and your family well is dedicated to meeting your objectives, and is backed by an integrated, holistic wealth manager that will also work with your other trusted advisors.

Customized reporting

Choose electronic or paper reports that are tailored to your specific needs and sophistication.

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

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
Capital Perspectives
Our flagship publication delves into our views on current market and economic issues
Municipal Fixed Income Quarterly Market Review
A round-up of current municipal markets and areas of particular concern
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Wilmington Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only, Wilmington Trust, N.A., M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management and other services. 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.

Wilmington Trust Investment Advisors, Inc., a subsidiary of M&T Bank, is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank's affiliates and clients.

 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  

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