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Monitoring Your Evolving Investment Plan | Wilmington Trust

Investment Management

Monitoring Your Evolving Investment Plan

The centerpiece of your long-term investment strategy is an Investment Policy Statement (IPS). It is a written document that is a formal reflection of how your individual circumstances, plus our advice and solutions, come together to create your portfolio and track progress toward your long-term, goals-based investment strategy.

Periodically revisited to keep it current, your IPS is a living document that continues to reflect changes in your goals and overall situation. It is designed to:
  • Frame your needs, priorities, and investment objectives
  • Assess how much risk you feel comfortable taking
  • Identify areas of special consideration, such as building income for retirement
  • Encourage regular communication and mutual understanding of your goals and the plan to achieve them
  • Discourage emotional reactions to market events and promote investment discipline so you can keep your portfolio strategy on track during market ups and downs
  • Foster adherence to fiduciary standards
  • Establish a reference point to monitor strategy and evaluate results

Your evolving Investment Policy Statement

Your Investment Policy Statement is a living document and must be revisited to reflect major changes in your goals and overall situation. Communicate regularly with your Investment Advisor to review portfolios and stay current on key inputs as you track progress toward goals.

See how Wilmington Trust's investment process includes tactical short-term asset allocation adjustments that helps guide your long-term yet fluid portfolio strategy and continually reflect your evolving goals and priorities.





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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.

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 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