Investment Services for High-Net-Worth Individuals and Institutions | Wilmington Trust

Investment Management

Your Tactical Portfolio

Markets and economies are fluid. We consistently aim to sidestep short-term challenges and capitalize on short-term opportunities while minimizing drawdown risk exposure. Based on current and near-term expectations for the economy and capital markets, while incorporating valuation and momentum indicators, our Investment Committee makes tactical (9- to 12-month) asset allocation shifts in the weightings of asset classes in our clients' portfolios.
We do this by:
  • Seeking value in new and different ways and not just looking at asset classes by themselves
  • Focusing on the economic forces that drive asset class behavior
  • Having a more nuanced, sector-based approach to equity investing rather than looking through a value/growth or market capitalization lens
  • Employing a more discriminating, precise approach to international equity investing, identifying opportunities in particular countries, rather than broad regions

Where our best thinking comes to life: your customized portfolio

Advice meets execution with your Investment Policy Statement (IPS), the centerpiece of your long-term investment strategy. It is a written document that reflects the coming together of your individual circumstances, plus our advice and solutions, to create your portfolio and the development of the investment strategy we feel will best be able to fulfill your objectives. An IPS is a living document that is periodically revisited to reflect changes in any of the critical inputs that went into creating it.

Your tailor-made roadmap is designed to:
  • Frame your needs, priorities, and investment objectives
  • Assess how much risk you feel comfortable taking
  • Encourages regular communication and mutual understanding of your goals and the plan to achieve them
  • Discourages emotional reactions to market events
  • Promotes investment discipline so you can keep your portfolio strategy on track during market ups and downs
  • Establishes a reference point to monitor strategy and evaluate results

Communicate regularly with your WTIA Relationship Manager to help ensure that your portfolio is on track to achieve your objectives.

Meet Our Investment Team
Tony Roth, Master Craftsman Article

Related Insights
The economy and your portfolio
Constructing a more dynamic portfolio with equity sector allocation
Institutional Perspectives
Our flagship publication delves into our institutional views on current market and economic issues
Help  |  Site Map  |  Privacy / Security  |  Terms of Use  |  Careers  |  Locations  |  Wilmington Trust Investment Advisors  |  Wilmington Funds  |  WTRIS  |  M&T Bank  |  Press Releases  |  Login

Need help, visit our Contact Us page.

© 2018 Wilmington Trust Corporation and its affiliates. All rights reserved.

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  

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