Wilmington Trust

Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Investment Management | Institutional Investors | Wilmington Trust

Investment Management

Investment Management
Institutional Investor

Institutional Investors

Your goals are our goals. Benefit from our deep institutional experience and robust suite of equity, fixed income, and holistic asset allocation strategies (Outsourced Chief Investment Officers). Quantitative capital markets analysis informs long-term strategic outlooks and portfolio allocations, while the rigorous search for high-quality managers strives to provide high levels of liquidity, yield, and return—all within an advanced risk framework.

We work across the spectrum in the fields of education, religion, healthcare, and more:

  • Pensions
  • Endowments
  • Foundations
  • Hospitals
  • Schools
  • Unions
  • Intermediaries
  • Municipalities
  • Holding companies
  • Captive insurance companies
  • Banks and funds associated with project finance transactions

About Wilmington Trust Investment Advisors

Wilmington Trust Investment Advisors (WTIA) is an SEC-registered investment advisor providing investment management services to Wilmington Trust and M&T affiliates and clients. It lays claim to a rich dual heritage of storied investment families with a lineage that dates back to the nineteenth century.

Our consistent, disciplined investment philosophy:
  • Recognizes the importance of liquidity
  • Actively trades in an effort to capitalize on time-sensitive opportunities
  • Analyzes and projects issuer future cash flows

Core investment tenets

Understand how our investment tenets form the foundation of our efforts to enhance portfolios by reaping attractive, competitive returns and sidestepping common pitfalls.

Strategic intelligence

Benefit from the deep bench of experienced research analysts and economists that powers portfolios: one-year and decade-long capital markets analysis result in our long-term asset allocations.

All-in-one solutions platform

Have access to both proprietary and open architecture investment options, as our mandate is to try and provide you with the very best solutions and a robust array of equity, fixed income, and nontraditional managers.

Your tactical portfolio

Markets and economies are fluid. To sidestep short-term challenges and capitalize on short-term opportunities while minimizing drawdown risk exposure, our Investment Committee makes tactical (9- to 12-month) asset allocation shifts in the weightings of asset classes that affect the investments in your portfolio.

Your Client Experience

Enjoy a level of personal attention and customization that is designed to meet or exceed your expectations. Know our firm's best thinking on markets and economies and how it informs our core investment narrative and portfolio positioning. Critical and monthly communications and thought leadership papers will help maintain confidence during times of uncertainty.

Learn how our investment management capabilities can help you achieve your goals by speaking with one of our professionals today.

Meet Our Investment Team
Related Insights
Institutional Perspectives
Our flagship publication delves into our institutional views on current market and economic issues

© 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