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
Wilmington Trust Investment Advisors (WTIA) is an SEC-registered investment adviser which provides asset management services to institutional clients. WTIA also provides investment services to Wilmington Trust and affiliates, and serves as the principal sub-advisor to the Wilmington Funds, a family of mutual funds designed to meet a range of investment objectives.*
Our investment tenets form the foundation of our efforts to enhance portfolios by reaping attractive, competitive returns and sidestepping common pitfalls.
Benefit from the deep bench of experienced research analysts and economists that powers our capital markets forecasts: one-year and decade-long capital markets analysis that informs our long-term asset allocations.
Have access to both proprietary and open architecture investment options, as our mandate is to try and provide you with a robust array of equity and fixed income solutions, and access to nontraditional managers.
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.
Enjoy a level of personal attention and customization. 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.
*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 https://adviserinfo.sec.gov/.
I want to read more