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What is a Managed Account | Wilmington Trust

Investment Management

Investment Management
Managed Account Program
What is a Managed Account?

Managed Accounts

When you're busy with your day-to-day life, you have little time for anything else, let alone time to manage your investments. Learn how a managed account program may be the simple solution to help you navigate the complex world of investing.

What is a managed account?

With thousands of investment options available, it can be difficult to create a cohesive and intelligent portfolio. One option to consider is a managed account, which is an investment account owned by you and managed by a professional money manager. With this type of account, you can select the portfolio model that most closely aligns with your individual needs, goals, and other circumstances. A professional money manager guides the portfolio model's investments and overall strategy.

Managed accounts can provide you with:
  • A trusted relationship with an investment professional
  • The ability to streamline your financial life
  • Access to fund shares typically not available to individual investors
  • Protection from the emotional and behavioral traits that lead many investors astray

Portfolio Architect: A managed account solution

Learn more about our managed account program designed for long-term investors seeking professional asset allocation and manager selection in one convenient account. Portfolio Architect is a managed account program where assets are invested according to asset allocation models created by Wilmington Trust Investment Management, LLC

Talk to a Financial Advisor at our affiliate, M&T Securities, Inc., to find out if a managed account program is right for you. Get started today by calling 1.800.724.7788 or emailing M&TSECURITIESCLIENTSOLUTIONS@mtb.com.

Investing involves risks and you may incur a profit or a loss. Asset allocation and diversification does not ensure a profit or guarantee against a loss.

Portfolio Architect is a managed account program sponsored and managed by Wilmington Trust Investment Management, LLC (WTIM) and offered through its affiliate, M&T Securities, Inc. (member FINRA/SIPC). Portfolio Architect is not a banking product or service, and is not offered by M&T Bank or its banking affiliates. WTIM has engaged M&T Securities, Inc. to provide administrative services to Portfolio Architect customers.

This communication is for information purposes only and is not intended as an offer or solicitation for the sale of any particular security or investment product. This material does not constitute a determination that Portfolio Architect or any investment strategy is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment strategy based on their objectives, financial situations, and particular needs.

Portfolio Architect is generally designed for long-term investors. Investment vehicles employed in Portfolio Architect strategies may include mutual funds, exchange-traded funds, closed end funds, and model portfolios of equity and/or fixed income securities. Certain asset classes involve material risks in addition to those typically associated with investments. The distinct risks for any investment strategy should be reviewed and understood prior to investing. There is no assurance that any investment strategy will be successful. Transfer between program options may involve investment gains or losses and have tax consequences, please consult with your tax professional.

M&T Securities and its representatives receive compensation for services performed in connection with the Portfolio Architect program and therefore have an incentive to recommend the program. For more information please see the Portfolio Architect Wrap Fee Program Brochure, available upon request at 1-800-845-2987.

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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.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 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