Crafting Your Customized Investment Plan | Wilmington Trust

Investment Management

Crafting Your Customized Investment Plan

Building a close connection with your Wilmington Trust Investment Advisor is a critical first step in developing your long-term investment strategy, as part of a broader wealth management plan. To help establish a trust-based relationship, schedule time to sit down with your advisor (and perhaps your spouse or partner) to begin what will likely be the first of many conversations that reveal where you are now and where you want to go.

Goals-based investing and enhanced risk assessment

Continuing advisory conversations will bring to light various aspects of your singularly complex financial world. We then funnel your unique circumstances into our enhanced risk assessment tool which considers a variety of alternate scenarios. The result we seek is the appropriate goals-based investment scenario that has the greatest chance of fulfilling your objectives in the timeframe you envision while taking the degree of risk with which you feel most comfortable.

A wide array of factors goes into this discovery process, including:

Your specific circumstances: What sets you apart

  • Source of wealth
  • Sources of income
  • Family situation
  • Tax considerations

Your risk profile: What keeps you up at night

  • Market declines
  • Falling short of goals or time horizon
  • Liquidity concerns
  • Wealth transfer

Your investment goals: Wealth management objectives

  • Income needs
  • Preservation
  • Growth
  • Flexibility
  • Liquidity
  • Philanthropic mission

Your past experiences: What brings you here

  • Multiple financial institutions
  • Tax-deferred accounts
  • Low-basis holdings
  • Active vs. passive management

Learn how investment intelligence, access to institutional-quality solutions, and a disciplined risk-management process work together in an effort to benefit your long-term portfolio.

Meet Our Investment Team
Related Insights
Behavioral Economics: Emotions and investment choices
Learn how investors can be their own worst enemies
Women Investors
Driving empowerment, confidence, & success
Your Values, Your World, and Your Portfolio
A snapshot of sustainable, responsible, and impact investing
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