We work across the nonprofit spectrum in the fields of education, religion, healthcare, and more:
- Holding companies
- Captive insurance companies
- Banks and funds associated with project finance transactions
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
Understand how 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 portfolios: one-year and decade-long capital markets analysis result in 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 the very best solutions and a robust array of equity, fixed income, and 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 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.